Broker Check
Daniel Gaston CFP®, EA

Daniel Gaston CFP®, EA

Managing Partner

Daniel Gaston entered the financial services industry in 1993 when he joined a tax and financial planning firm in Chicago, Illinois. He built a clientele composed mainly of individuals and small-business owners. It was here where he cultivated his tax and financial planning skills. In 1997 Dan moved to Santa Barbara, California where he joined an independent Cetera Advisor Networks LLC office (formerly Financial Network Investment Corporation) that has operated in Santa Barbara since 1989.

Dan places great emphasis on educating and informing his clients to assist in the development of financial plans tailored to meet their specific objectives. Dan believes in providing sound and prudent advice, always focusing on the clients’ needs and goals. In addition to financial planning, Dan is involved in the preparation of personal income tax returns, which keeps him abreast with the ever-changing tax laws.

Dan is a Financial Advisor and Registered Principal with Cetera Advisor Networks LLC, a licensed broker/dealer firm and member of the Financial Industry Regulatory Authority (FINRA), Securities Investor Protection Corporation (SIPC), and a Registered Investment Advisor providing financial planning, investment advice and brokerage services.

After graduating from the University of Illinois with a double major in Finance and Economics, Dan completed the financial planning programs at the College for Financial Planning. He is a Certified Financial Planner, a licensed life and disability insurance agent, and an Enrolled Agent licensed to practice before the Internal Revenue Service. Dan is also a member of both the Financial Planning Association and the National Association of Tax Professionals. He currently resides in Santa Barbara, California with his wife Kara and their children.