Dan Pasternack

Dan Pasternack

Associate

Dan Pasternack has a wealth of experience in the industry, working as a sell-side analyst, a paraplanner and an independent financial adviser for nearly 15 years. His expertise is in strategic financial planning and asset allocation analysis. His work has been published in a New York Times #1 Bestseller and he sat on the investment council of a $1,000,000,000 portfolio. He currently teaches high school US History at the Democracy Preparatory Academy at the Agassi Campus and coaches the baseball team there. In his (very limited) spare time, he plays roller hockey, loves to travel and spends time with his wife Leslie and their young daughter Kaileia.