Dan Racicot brings over 25 years of industry experience to the company. Dan has worked for some of the world’s most prestigious financial firms including Fidelity Investments, Charles Schwab, UBS, and Morgan Stanley & Co. Dan acts as the portfolio manager with a specialization in risk management and global markets for high-net worth individuals. He also assists in helping clients with their investment planning and tax-efficient planning needs. With a strong background in individual stock and bond trading, we believe Dan brings a true asset management style that high net worth individuals demand.
Dan holds Series 7, 63, 66 registrations through LPL Financial and CA insurance licenses (0E19751). He graduated from Keene State College in 1998 with B.S. in Business Management. Dan also studied International Marketing at the University of Limerick in Ireland. Dan is a sports enthusiast and loves the beach. He lives in Carlsbad, CA, with his four kids, Brady, Shea, Charlie, and Georgia.