Dan Gutierrez, Founder Emeritus
Dan is a firm believer that we work to live, we do not live to work. He focuses on the firm’s philosophy and helping clients focus on living their lives.
He enjoys doing anything (almost) that involves family and friends and the great outdoors. Dan is a self-proclaimed “jack-of-all trades and a master of absolutely nothing,” with, perhaps, the exception of his job.
Education & Certifications
San Jose State University
California State University at Sacramento - BA in Mathematics
Member of the American Academy of Actuaries
Out of the Office
Dan, along with his family, enjoys camping, boating, fishing and all forms of outdoor sports. Another all-time favorite activity is just hanging out with the important people in his life.