Dan O'Sullivan

Wealth Manager

Dan O’Sullivan entered the financial services industry in 1993 after a 23 year career in Naval Aviation, earning the rank of Commander. Upon retirement from the Navy, he pursued a career in line with his favorite pastime – investment and asset planning.

Because of Dan’s experience in the military, he is an expert authority on Military and U.S. Government employee benefits, as well as school teachers’ retirement plans. He specializes in Civil Service Retirement System (CSRS), Federal Employees’ Retirement System (FERS), Thrift Savings Plan (TSP), Small Business Retirement Plans, solo 401(k), 403(b), college-529 savings plans, and retirement planning.

As a skilled speaker, Dan has given presentations to government, military and contract personnel at SPAWAR System Center San Diego, Ballast Point Submarine Base, NAS Miramar, as well as employees of General Dynamics, Hughes Corporation, and members and employees of Point Loma Credit Union.

Dan graduated from Texas A&M with a BS in Finance and a minor in Economics. He is an Investment Advisor Representative and holds the Series 7 and 63 FINRA securities registrations with LPL Financial. He also holds a Life, Disability and Long-Term Care Insurance license with the state of California. 

Dan resides in San Diego, CA with his wife Barbara, of 43 years. His son and daughter reside with their families in San Diego and Denver. Just as Dan places a high value on the relationships he has with his family, he also appreciates the close working relationships he maintains with his clients, including individual investors, small businesses and government agencies.



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