Dan Campana
Certified Financial Fiduciary™
Managing Partner
Meet Dan
Dan is a ‘Certified Financial Fiduciary’ and a nationally-recognized financial advisor with over 20 years’ experience. Dan believes that risk management is the most important aspect of financial planning. Managing risk and being able to keep your life’s hard-earned money protected is just as crucial as growing your money, recognizing that losses hurt you more than gain help you.
Dan is passionate about his clients’ financial education. He finds it deeply rewarding to take the complexities of a family’s finances and translate those issues into something clear and understandable so they can make solid, risk-free retirement planning decisions. It’s important that his clients understand what their money needs to do to accomplish their financial goals first, then implement a sound and secure plan.
Dan’s passion for helping others has led Dan and Simplified Retirement Strategies to donate money and resources to numerous non-profits including the Make-A-Wish Foundation, Salvation Army, Wounded Warriors, St. Jude, Doctors Without Borders and many others.
What is a Certified Financial Fiduciary™?
CFF is an Accredited professional designation for financial professionals, namely, those who have successfully completed a rigorous certification and training process established by the National Association of Certified Financial Fiduciaries (NACFF) and The American Financial Education Alliance (AFEA) who agree to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients.
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Testimonials
Clients of SRS received no compensation for their statements.
Dan, our financial stress level is much lower now thanks to you and your team. I look forward to the benefit of the retirement income plan when I retire in the next five years and I’m looking forward to our visit next week to discuss the Roth conversion to reduce my future taxes.
Camille S.
Thank you for the great service you provided my father in making us aware of the various financial choices that would preserve my parent’s savings and still allow them to qualify for Medi-Cal. Your support and sincere interest in our situation was greatly appreciated.
Larry V.
We attended one of your workshops last year and you showed us how, with a few minor changes, we could protect all of my assets and continue to have a comfortable income. Now we do all of the things I wanted to do during our retirement and still feel very secure. You have done such a great job for us that we have recommended your services to both my son and daughter as well as to several friends
David L.
Even though we were not looking to make any financial changes and at the time very happy with current financial advisor, after attending your online educational webinar we were very interested in learning more about reducing our taxable footprint. Thank you for the tax-advantage retirement plan and for always being there to answer all our questions.
Mike & Mary G.
Dan, thank you for helping us with our financial planning. I’m actually excited to know that we can’t go backwards if the market crashes. We are grateful for all your support and service.
Robin H.
All I can say is THANK YOU Dan for meeting with me and putting our minds at ease regarding our parent’s estate. You were wonderful to deal with and truly provided invaluable service
Jeff B.
Dan, thank you for showing us how to increase our monthly income while at the same time preserving our principal. You have ended my fears of running out of money during our retirement years. Just yesterday I recommended you to a close friend who has the same concerns as we did, let me know if he calls you.
Linda M.
Thank you for your reply back to me. I was concerned about the recent market drop but I’m grateful for my accounts being safe, thank you so much for all your help. I’m planning to call you next week for some guidance on doing some LTC planning and getting more information about the cost savings with the hybrid LTC solutions you talked about.
Mema S.
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How To Protect Your Life Savings For A Comfortable Retirement.
Using your available money to create a guaranteed lifetime income plan you can’t outlive.
