About Dan Haut, CFA, CFP®, CIMA®

Daniel is a Wealth Counselor and Principal for Osborne Partners with over 20 years of experience in the financial services industry. Prior to joining Osborne Partners in 2013, he spent 10 years as a Financial Advisor within Merrill Lynch’s Global Private Client Group providing guidance to both affluent families and institutions such as pension plans and foundations. Dan earned his Bachelor of Arts degree in Political Science from the University of California, Davis. He is a CFA Charterholder, CERTIFIED FINANCIAL PLANNER™ practitioner and a CIMA® designee.