Dan Gannett is a Registered Investment Advisor and President of Park Place Wealth Advisors, Inc., a full-service financial consulting company. It is a family business specializing in the following areas:
- Estate Planning
- Retirement Planning
- Long Term Care Planning
- Corporate Qualified and Non-Qualified Retirement Plans (Rollover and Individual)
- Educational Funding (529 Plans)
- Charitable Planning
In addition to comprehensive planning, Park Place Wealth Advisors provides full service financial products with securities offered through Securities America, Inc. I can provide experienced advice on estate planning, a custom retirement plan, or assistance if you simply want to review your goals and diversification within your holdings.
Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through Park Place Wealth Advisors, Inc; a separate entity from Securities America, Inc. CA Insurance license # 0F27019.