Daniel W. Donihue, MSFS, LUTCF, CES, CEP, CLTC, CAS, CSA, BCE

Daniel W. Donihue, MSFS, LUTCF, CES, CEP, CLTC, CAS, CSA, BCE

Founder & CEO / Managing Partner / Insurance Agent & Financial Advisor

 

ABOUT DAN...

In 1998, with a passion for helping others, Dan began his career in the financial services industry and founded American Lifestyle.  In 2002, after building a successful practice in Washington, he relocated to Southern California.  Since that time, his practice has continued to grow in Washington, California, and many other states all over the country.

A big believer in formal and informal education, Dan has earned a number of esteemed designations relating to insurance and financial services including Life Underwriter Training Council 
Fellow (LUTCF), Certified Estate & Trust Specialist (CES), Certified Estate Planner (CEP), Certified in Long-Term Care (CLTC), Certified Senior Advisor (CSA), Certified Annuity Specialist (CAS), Board Certified in Estate Planning (BCE), and in 2004 he completed his master of science degree in financial services (MSFS).

Dan specializes in helping his clients preserve capital, reduce risk exposure, increase returns, increase income, and reduce taxes.  He's devoted to assisting retired and pre-retired Americans in protecting their assets and ensuring that their money works for them.  Over the years, he's used his knowledge and experience to help hundreds of families with sound solutions to a large variety of financial issues.  Additionally, Dan periodically volunteers time to provide Christan financial stewardship counseling for anyone who may need assistance with anything from family budgeting to estate planning to charitable gifting.

Outside of his work, Dan enjoys many activities including spending time with family, hiking, biking, boating, snowboarding, traveling, and reading.  Over the years, he's also been very involived in the sport of soccer - administrating, playing, officiating, assessing, teaching, and coaching.  He's certfied as a National Coach, an Advanced Referee, a Referee Instructor, and a Referee Assessor.  Dan and his family are big fans of LAFC and the US Men's National Soccer Team.

Dan and his wife, Stayci, are happily married and have two sons and a daughter - Harrison, Riker, and Liza.  They're a family of music lovers and they have a studio in their home where they enjoy performing, writing, and recording music.

Dan and his family reside in Castaic, Califorina and attend Higher Vision Church in Castaic.