Dan Ott is a financial planner and co-founder of Unified Wealth Advisors, a
Sonoma County, California based Wealth Management firm. His primary focus is
on quarterbacking the growth, protection, management and distribution of wealth
for the firms’ clientele. Dan knows success leaves clues. The insight and
experience he has gained from his over 23 years working in personal finance
combined with his passion for solving complex financial problems make him a
valued strategist and sought-after financial advisor.
Because financial success requires more than just savvy investment management,
Dan employs a comprehensive approach to managing wealth. He systematically
addresses an entire range of financial issues a client might face, while introducing
strategies and providing guidance that fit the individuate needs of each client.
Communication is the key to Dan’s relationships. He prides himself in his ability to
establish and maintain open, fluid channels of communication with his clients. In
today’s complex marketplace his aim is to help clients rise above the noise, so
they can make smart decisions with their money.
Dan earned his Bachelor of Science degree in Finance from Sonoma State
University in 1995 and went straight to work honing his financial planning skills
with Waddell & Reed, Inc., a national financial planning and investment firm. Eight
years later, in 2003, Dan co-founded Unified Wealth Advisors and quickly
developed a name for himself helping trustees across the country with financial,
investment, tax, estate and insurance planning. In 2008, Dan shifted his focus
away from serving clients at the national level and began working exclusively with
Sonoma County residents and surrounding communities.
Dan holds his FINRA series 6, 7, 24, 63 & 66 licenses through LPL Financial and
Strategic Wealth Advisors Group, as well as his CA Annuity, Life, Health and
Long-Term Care licenses.
Dan calls Sonoma County home, a place he has lived for close to 30 years. He is
married to his wife, Kristen and has two beautiful daughters Emily and Danielle. If
he is not watching his daughters compete on the soccer field, he is likely
spending time with those closest to him. He enjoys working with and training
German Shepherd dogs and volunteering his free time to the Bay Area German
Shepherd Rescue. When it comes to having fun, Dan is up for just about anything,
so long as it involves his family and friends.