Your Agent

Dan Sherman is married with a young daughter. He manages his family's retirement and knows firsthand the challenges of aging with families in need of skilled nursing and assisted living.

  • Over 24 years of market experience

  • CSULB B.S. emphasis Investment Analysis

  • UCI Certificate in Personal Financial Planning

  • Candidate for CFP® certification

  • Licensed Series 65, 63, and Life and Health

  • Certified for Long-term care, Medicare, Annuities, Life, and other insurance products