Born in the suburbs of Boston, Dan first came to California as a prospective freshman at Stanford in 1995. After visiting San Diego periodically, he decided to move to the area full-time in 2020, to launch his financial advisory firm, Determined Advisors LLC. Before hanging his own shingle, Dan worked for 16 years as an analyst and investor at several prominent firms, including as a Managing Director at Charles Schwab (2013-2018).