ANSTETT FINANCIAL

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DAN ANSTETT, JR., CLU

ANSTETT FINANCIAL
1261 Lincoln Ave Ste 206
San Jose CA 95125
408-289-1690

Dan@anstettfinancial.net

MISSION:
To work with conscientious professionals, executive and business owners and help them define objectives, needs and implementation strategies to accomplish their financial goals.
PROFESSIONAL SERVICES:
Advanced Disability and Life Insurance Transactions
Wealth Accumulation and Preservation
Estate Planning and Analysis
Retirement Planning
Pension, Profit Sharing, 401K, an IRA Rollovers
QUALIFICATIONS:
Bachelor of Science in Real Estate, College of Business at Arizona State University, Tempe AZ.
Chartered Life Underwriter (CLU) Designation, The American College, Bryn Mawr, PA.
Graduate of Life Underwriter Training Council, earning the LUTCF designation.
Member of National Association of Insurance and Financial Advisors (NAIFA).
Society of Financial Services Professionals, Silicon Valley Chapter (SFSP).
Qualifying Member of Mission Dollar Round Table (MDRT).
Member of Santa Clara County Estate Planning Council (SCC EPC).
Dan is a Registered Representative with Series 6, 7, and 63 licenses.  Securities are offered through Ameritas Investment Corp, member FINRA-SIPC.  www.finra.org, www.sipc.org.  This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction.  As with any security, request a prospectus from your registered representative.  Read it carefully before you invest or send money.  Securities products are limited to residence of AZ, CA, CO, FL, NV, NY, OR and WA.  Ameritas Investment Corp., and Anstett Financial are not affiliated.  California Insurance License 0826220, Arizona Insurance License 725222.

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