Dan BusterLake Forest
Phone Number: (909) 247-1112
Email Address: firstname.lastname@example.org
22956 El Toro Road
Lake Forest, CA 92630 United States
Dan Buster, is a Financial Advisor with Zuk Financial Group. His 15+ years in financial services began while also attending The University of Southern California (USC). Shortly after graduation, he was recruited by one of the world’s largest institutional investment firms. He would later serve as Regional Vice President for 10 years before joining Zuk Financial Group.
Both as a wealth manager and a financial advisor, Dan strives to be at the forefront of innovative retirement planning. He conducts regular educational classes for clients and their friends at his offices and other regional locations to help them make informed and intelligent investment decisions. Dan listens to his client’s values, goals, dreams and desires to craft a personal roadmap for each individual to help achieve the retirement lifestyle they desire.
Dan specializes in assisting pre-retirees and retirees in building their retirement nest eggs, generating retirement income and preserving wealth. Dan employs asset management, tax, and estate planning strategies with clients and places a specific emphasis on taking a holistic view in the planning process. Special consideration is given to will/trust planning, helping clients make prudent decisions as it relates to their defined benefit pensions such as CALSTRS, CALPERS and social security as well as creating qualified retirement plans such as 401K and 403B.
The past decade has presented significant challenges for investors and led Dan to create a philosophy of “it is not what you make it is what you keep”. As it relates to this philosophy, Dan works with his clients to help them preserve what they have worked so hard to build and to plan for risks that present themselves such as volatility, taxes, inflation and longevity.
Dan is from a 3rd generation Southern CA family. He and his wife, Sara both attended USC and have gone on to professions in finance. Dan took the path as a financial advisor and Sara is a CPA and director for a tax and business management firm. They have built a home here with their 2 children who are hopeful future USC Trojans. Dan considers his upbringing by his parents and grandparents of a "once" small town Orange County an asset in working with his clients because it instilled the importance of reputation with one’s community and working to build solid relationships with his clients.
Dan is a Registered Representative with LPL Financial. He holds FINRA series 6, 7, 63 with LPL Financial and 66 registrations is also licensed with the California Department of Insurance and is a Certified Estate Planner with Citadel Law. Through his investment advisory and financial planning practice, as an independent advisor Dan represents a complete spectrum of investment programs to meet his client’s needs.
CA Life Insurance OC22761
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Valley Wealth Strategies, a registered investment advisor. Valley Wealth Strategies and Zuk Financial Group are separate entities from LPL Financial.
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