Dan Beatty
Portefeuillebeheerder-Aandelen bij John W. Brooker & Co. CPAs PC
Profiel
Mr. Daniel K.
Beatty is a Partner at John W.
Brooker & Co. CPAs PC.
Mr. Beatty founded the Asset Management Team at John W.
Brooker in 1983.
He works with clients in every aspect of financial planning and investment management.
He has been actively involved in the financial planning industry since 1975.
He has taught financial planning and investment management at Golden Gate University for the graduate school of financial services and has served as a member of the adjunct faculty of the College for Financial Planning.
Also, he served on the board of directors of the Technical Securities Analyst Association of San Francisco for 13 years.
Mr. Beatty received his B.A.
from the University of California at Davis.
Actieve functies van Dan Beatty
| Bedrijven | Functie | Begin |
|---|---|---|
John W. Brooker & Co. CPAs PC
 John W. Brooker & Co. CPAs PC Investment ManagersFinance John W. Brooker & Co. CPAs PC (dba Brooker Wealth Management) is an independent registered investment advisor and wealth management firm headquartered in Oakland, California. Founded in 1983, Brooker Wealth Management provides investment management and financial planning/financial consulting services to individuals, high net worth individuals, charitable foundations, and employer sponsored pension and profit-sharing plans. | Portefeuillebeheerder-Aandelen | 01-01-1983 |
Opleiding van Dan Beatty
| University of California, Davis | Undergraduate Degree |
Ervaring
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Beursgenoteerde bedrijven
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| Bedrijven in privébezit | 1 |
|---|---|
John W. Brooker & Co. CPAs PC
John W. Brooker & Co. CPAs PC Investment ManagersFinance John W. Brooker & Co. CPAs PC (dba Brooker Wealth Management) is an independent registered investment advisor and wealth management firm headquartered in Oakland, California. Founded in 1983, Brooker Wealth Management provides investment management and financial planning/financial consulting services to individuals, high net worth individuals, charitable foundations, and employer sponsored pension and profit-sharing plans. | Finance |
