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Dan Nash

Dan Nash

Financial Consultant

Bellevue, WA

Mobile Phone: (616) 502-8492

Technology has shifted the paradigm on how people access information and assess their options as consumers. In an industry teaming with options, we seek to provide clarity and resolve ambiguity for clients, helping them navigate the complexities of choice in the financial world. 

It is our principles and our open-architecture approach that differentiates us. As holistic planners, we want to know what's important to you in all aspects of life so that our advice and recommendations may encompass the big-picture. By tying together all the moving parts we empower our clients to add security and confidence within their lives.

Our goal is to create a lifetime Financial Plan designed to help you achieve and maintain the lifestyle you want to live; a plan that achieves your financial goals so you can focus on your family, career, and hobbies, and other things that are important to you.

California Insurance License #: 4180416

Arkansas Insurance License #: 17371927

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.