Dan joined Strategic Investment Chico in July of 2018 and has over 12 years of experience as a financial advisor in the Chico area. His career started with Merrill Lynch in 2004 while attending school and continued with them as an advisor from 2006-2012. Dan then spent the next 6 years as an advisor with Asset Management Group in Chico. He specializes in working with small business, independent contractors, retiree’s, and services several retirement plans. He has a well-defined investment process and has built a team around his practice to facilitate comprehensive retirement, estate, and cash management strategies for his clients.
Dan graduated with a degree in Economics from Arizona State University in 2005. He was an active member of the Chico Breakfast Lions Club and served on the Board of Directors for the last 6 years. He is the current President of the Canyon Oaks Men’s Club and participates in several other organization’s community events. Dan currently holds a Series 7 license and a Series 66 with LPL Financial. He is registered and can do business in CA, AL, AZ, CO, CT, DC, HI, IL, IA, MA, ME, MN, MT, NC, NV, NY, OK, OR, TX, UT, and WA.
He is married to his beautiful wife Taryn Mehan and they have a daughter Elle Mackenzie Mehan born in Sept. 2011, and son Luke Maxwell Mehan born April 2014.