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P: 949.833.5763

F: 949.833.5810

E: dan@wmsirvine.com

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Daniel Venegas

Qualified Plan Specialist*

A Qualified Plan Specialist and Financial Consultant with AXA Advisors, LLC, Dan is a long-time veteran in the industry with over 25 years at AXA Advisors.  Dan joined the brokerage industry in 1984 after graduating with a Bachelor of Science in Business Administration, spending his early years with Smith Barney.

Known to his clients and peers as “The Pension Geek”, Dan has a passion for the tax code and brings a strong presence to the pension market where he focuses on Defined Contribution/Defined Plans. Dan holds the Accredited Investment Fiduciary (AIF) designation from FINRA, managing a complex array of qualified plans and working closely with business owners in the planning, implementation and ongoing support of their pension assets.

Dan enjoys living in Newport Beach and spending time with his family and friends.

*Qualified Plan Specialist title awarded by AXA Advisors, based upon successful completion of an internal training program and written assessment.

Education
B.S. Business Administration
Licenses & Certifications
FINRA Series 7, 63, 65

FINRA Accredited Investment Fiduciary

CA Insurance License 0812390

Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN).  Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor.  Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC; in UT as Equitable Network Insurance Agency of Utah, LLC; and in PR 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.  Wealth Management Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

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