Dan Schwarber

Background

About Dan Schwarber

I am a partner in a multi-generational wealth management team based in the Greater Los Angeles Area that serves clients throughout the United States. What drives me as a financial advisor is knowing that the work that my team and I do, can positively impact the lives of our clients and their families. We have helped our clients plan for the college education of their children and grandchildren. We have helped them plan for their own retirement, and we have helped form and develop new generations of investors and philanthropists. We do a great deal of teaching in our practice and firmly believe that by educating our clients we can empower them to make better financial decisions for themselves and their families. I graduated from Cornell University with a degree in Policy Analysis and Management. I achieved my Chartered Retirement Planning Counselor™ designation from the College for Financial Planning Institutes Corp. My wife, Samantha and I live in West Hills, CA. I was born and raised in the suburbs of Cleveland, Ohio and still remain a loyal and loud fan of the Cleveland Browns, Cleveland Indians and Cleveland Cavaliers. In my free time I enjoy playing golf, fishing, hiking and enjoying the great outdoors. Contact Information: Email: daniel_schwarber@ml.com Phone: 818-227-6378 Website: *Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.