Dan Murdock is a highly experienced financial professional who has been dedicated to helping people create, preserve and transfer assets for thirty years. Dan works with high-net-worth individuals, most of whom are self-employed professionals, senior executives and business owners. He helps them coordinate their financial planning with their individual values, time frames, risk tolerances and overriding goals. "My intent," he says, "is to understand my clients' core values in order to customize my service. Financial planning can be very complex, and I use my skills and knowledge to help each client advance toward financial success at his or her own pace."
Dan earned a bachelors degree in business administration at California State University, Sacramento. He continued his career-related studies and earned the professional designations of Chartered Financial Consultant and Chartered Life Underwriter through the American College, and CERTIFIED FINANCIAL PLANNER™ professional certification through the Certified Financial Planner Board of Standards Inc.
Dan's popular seminars on "Retirement Plan Distributions," "Asset Allocation," "Estate Conservation," "Charitable Giving," "Social Security and Medicare" and "Tax Relief and Your Finances" are always well received. Dan and his wife, Kathy, make their home in Sandy, Utah. In his leisure, Dan enjoys concerts, motorcycling, writing, photography and travel.
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Murdock Financial is not owned or operated by Equitable Advisors, LLC or its affiliates.