Dan Matheson, CLU®, RICP®

Dan Matheson began his financial planning career 12 years ago where he earned the distinction of becoming Utah’s Rookie of the Year with a well-known financial services company. He had the privilege of working there for five years until he struck out on his own and began his independent practice.

He has since earned the prestigious designation of CLU® from The American College –the premier designation for insurance professionals with an emphasis in estate planning and an in-depth knowledge in the delivery of financial advice. He specializes in maximizing retirement income strategies.

Dan is a member of the Million Dollar Round Table (MDRT®) the Premier Association of Financial Professionals and the National Ethics Association.

Dan’s career experience includes teaching CPA’s, agents and financial advisors to strategically address common financial pitfalls while producing more retirement income for their clients with less risk. He is currently writing a book to share his unique perspectives on investing and investments.

Dan is married with four children and lives in Lehi, Utah. He loves to fly fish (ask to see his selfies on the Provo River) and watch movies on Netflix. He is looking forward to his next adventure to New Zealand.

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