C. Daniel Neff

C. Daniel Neff

Financial Consultant

With over 30 years of experience as a Financial Consultant, Dan brings a wealth of expertise to the table. His tenure spans diverse areas of financial services, from meticulously planning clients’ financial future to architecting and executing tailored employee retirement programs for small businesses.

Dan’s journey in the financial services industry began alongside his father, also a Registered Representative. Since then, Dan has established his own thriving practice, now based in Agoura Hills, California.

Throughout his career, Dan has had the privilege of serving multiple generations within families, offering comprehensive guidance through every stage of the wealth accumulation, protection, retirement, and inheritance process.

Dan resides in Los Angeles, where he cherishes moments with his two grown children, Samantha, and Jack, and finds enjoyment in attending Los Angeles Dodger baseball games.

Dan is a Registered Representative with Purshe Kaplan Sterling Investments. Purshe, Kaplan, Sterling Investments is a full-service Broker/Dealer, member FINRA/SIPC. Purshe Kaplan Sterling Investments and CLG LLC d/b/a Legacy Financial are not affiliated companies. Dan is also a licensed life insurance agent. CA Insurance License #0B84400.