Dan Halos, Financial Consultant

Throughout my life I have always enjoyed finding ways to help people around me. Some of my most rewarding experiences came through working with patients in the emergency room where I was a medical assistant during college. Having worked in various jobs in the medical field, I found there were great obstacles to making a lasting difference in people lives. When I eventually paired my interests in business and investments with my desire to help others, I found the perfect career as a financial consultant.

 

Just as in medicine, where trust is a critical component of the Doctor-patient relationship, the same is true with the client-advisor relationship. I always put my clients’ interests before my own and do the due diligence to be sure I am making the best recommendations possible. Just as a doctor’s years of training and expertise can help diagnose your symptoms and plan a course of treatment, the experience of my associates and I and our broad base of knowledge allows us to provide our clients with a financial strategy tailored to their specific needs and life goals. In today’s financial world, there is a vast array of investment options available. Even the best do-it-yourself investor, who has all the time in the world to spend researching financial options, can find it difficult to sort through all the investments, tax-saving strategies, and requirements. Many self-investors still worry they are not taking full advantage of all of their options. Or, like many people, you may not have the time or desire to research and keep your investments current. This is where I can help; you can rely on my expertise to help guide you, to implement and continually update your comprehensive financial strategy. Just as you seek the advice of a skilled doctor to diagnose and treat your physical wellbeing, it is important to rely on a qualified financial professional to help take care of your financial health.

 

I realize that your assets, large or small, are of great value to you, and I take my job as your advisor very seriously. Ultimately, I strive to give my clients a comprehensive strategy and the appropriate courses of action that brings them financial confidence. I want to give you more free time to spend on what’s most important to you – family, friends, physical and spiritual health, travel or giving back to the community. 

 

Outside of work, I am involved in many sports and outdoor activities. My wife Jennifer and I live in Seattle, but get-away to San Juan Island from time to time.

 

If you’d like to learn more, or know of someone who could benefit from my services, please call or email me anytime. I look forward to hearing from you!