Daniel Sutton, CFP®
Partner / Registered Principal
Daniel E. Sutton is a CERTIFIED FINANCIAL PLANNER (CFP®) Professional who has been serving clients since 1983. Over a thirty-plus year career, Daniel has had great success in helping his clients pursue their financial goals. His client base consists of retirees, pre-retirement clients, business owners, professionals and their families.
Daniel graduated from California State University, Sacramento with Honors in 1983, receiving his B.S. Business Administration-Finance. In 1988, Daniel received his CFP® Professional designation from the College for Financial Planning. He is a Life, Disability and Variable Annuity licensed. Daniel is also a Registered Principal and an Investment Advisor Representative with Securities America.
Daniel has been published and/or quoted in many publications over his career including, but not limited to, Sacramento Bee and Dow Jones Investment Advisor. He has also recorded training tapes and videos for other financial advisors.
Daniel is married to Nancy Silva Sutton. They live in Granite Bay, California and their principal pastime is traveling the world now that their two children Lillian and Logan are grown. Daniel is an avid coin collector.