Dan Harutunian
Financial Planner
Dan Harutunian CFP® is a professional financial planner with over 25 years of experience. He focuses on helping his clients through income planning, retirement planning and asset protection strategies.
A lifelong learner, he is currently finishing up his Masters in Jurisprudence from Texas A&M Law School. Dan completed his CFP® designation coursework at UCLA and holds his BA in Economics from California State University Northridge.
Prior to Transamerica, Dan was a Vice President of Investments with banks including Great Western, Washington Mutual and Home Savings of America and managed his own team of financial planners at AIG Advisors.
While not working for his client’s benefit, Dan enjoys traveling, teaching financial planning topics to his seminar groups and newly licensed representatives as well as writing articles and books including:
“Naked With Your Money, ‘the bare essentials of personal finance when you’re 55 and over”
“Buy Sell Agreements, Answering the Nagging ‘WHAT IF?!’ Questions for Business Owners”
“Retire Early, Retire Wealthy, the 9 Facts that Will Get You There” (DVD Series)