CoverProfile

Daniel Beatty

Chief Compliance Officer, Investment Strategist, Partner, Treasurer

John W Brooker & Co CPAs

United States, California, Oakland

About Me

Mr. Daniel Beatty is the Founder & serves as a Partner at John W. Brooker & Co., CPAs. He founded the Asset Management Team at John W. Brooker in 1983. He works with clients in every aspect of financial planning and investment management. He has taught financial planning and investment management at Golden Gate University for the graduate school of financial services and has served as a member of the adjunct faculty of the College for Financial Planning. Also, Dan served on the board of directors of the Technical Securities Analyst Association of San Francisco for 13 years. He received his B.A. from the University of California at Davis.

Profile Information

Chief Compliance Officer, Investment Strategist, Partner, Treasurer

John W Brooker & Co CPAs

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Oakland

California

United States

May 15, 2024

More profiles to browse

RW
Robert Wells
Partner
LJ
Larry Jakubowitz
President & Managing Partner
Profile Photo
Joseph Wells
Advisor/Partner

You Might Like

ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
PG
Patricia Gee
Operations
Manhattan Family Office
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation