Specialist in Financial Planning, Tax Strategy & Medicare

We now offer tax preparation to all clients through our partnership with

Your Advisors

Dan Sherman is married with a young daughter. He manages his family's retirement and knows firsthand the challenges of aging with families in need of skilled nursing and assisted living.

  • Over 24 years of market experience

  • CSULB B.S. emphasis Investment Analysis

  • UCI Certificate in Personal Financial Planning

  • Candidate for CFP® certification

  • Licensed Series 65, 63, and Life and Health

  • Certified for Long-term care, Medicare, Annuities, Life, and other insurance products

Our Investment Team

Our partner Wade W. Slome, CFA®, CFP®, through his firm Sidoxia Capital Management provides professional investment management to our high net worth clients.

Mr. Slome’s experience includes managing over $20 Billion in one of the largest growth funds in the U.S.*

He holds an MBA from Cornell University, BA from UCLA, and the highly coveted chartered financial analysis™ designation

*Ultra Fund @American Century Investments

Medical is the 1# expense

  • Everyone needs to see a doctor and that can get expensive and scary.

  • Medicare only provides 80% of the payment to your doctor

  • Having a financial advisor that knows you and your medical issues is a win-win for our clients.


We have been featured in

What you get from MindWallet

Time to enjoy your life rather than focus on the markets

Professional guidance on your investments

A full analysis of your financial needs

Financial Planning

Tax strategy and preparation

Succession and Estate Planning review

Property Analysis and Management

Long term guidance through every stage of your life

Almost every Medicare health insurance carrier available with an independent agent who knows you

Fun activities throughout the year

Peace of mind

“CFP Board owns the marks CFP®,


CFP® (with plaque design) in the U.S.”