Investment management, wealth preservation, and long-term planning for high-net-worth individuals and families.
Dan Racicot brings more than 25 years of experience in wealth management and financial services.
Throughout his career, he has worked with some of the industry's most respected firms, including Fidelity Investments, Charles Schwab, UBS, and Morgan Stanley. Dan specializes in helping high-net-worth individuals and families navigate complex financial decisions through thoughtful investment management, wealth preservation, and long-term planning strategies.
Drawing on extensive experience in individual stock and bond trading, Dan takes a disciplined approach to portfolio management that emphasizes risk management, tax efficiency, and investment strategies aligned with each client's unique goals. He is committed to building lasting relationships and providing personalized guidance designed to help clients pursue financial confidence through every stage of life.
Outside the office, Dan is a sports enthusiast who enjoys spending time at the beach and with his family. He lives in Solana Beach, California, with his wife, four children, and two dogs, Norman and Barkley.
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