In preparing for retirement, plans are useless but planning is indispensable.
In preparing for retirement, plans are useless but planning is indispensable.
A non-exhaustive list of the services you gain access to working with us.
Our investment philosophy emphasizes goal-based investing, long-term focus, dividend growth, and cost and tax efficiency.
Daniel began his investment career in July, 2007 as a planner with RBC Dain Rauscher followed by Chase Investment Services and Wells Fargo Advisors. He started Miles Brown Asset Management, LLC in 2016 with the objective of working alongside with clients without the conflicts of interest inherent in traditional financial advisor relationships.
In an effort to be a knowledgable, trusted financial professional Daniel has earned a certificate in Financial Planning from UCLA focused on Retirement Income planning and investment management. Additionally, Daniel has a Bachelor of Science degree in Political Science, a Masters degree and a Juris Doctor degree.
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700 Larkspur Landing Circle, Larkspur, California 94939
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment
Miles Brown Asset Management, llc.
700 Larkspur Landing Circle, Larkspur, California 94939
Advisory services offered through Miles Brown Asset Management, LLC. The information on this website should not be considered legal advice. Please consult with a qualified financial advisor before investing in securities or other financial instruments.
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