Daniel Marshall

Financial Planner,

My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business

Languages spoken by this financial professional: English

Servicing clients throughout Orange County for more than a decade in: Lake Forest, Aliso Viejo, Dana Point, Mission Viejo, Laguna Niguel, Laguna Hills, Laguna Beach, Portola Hills, Rancho Santa Margarita, Foothill Ranch, Ladera Ranch, Coto de Caza, Irvine, Tustin, Tustin Ranch, Anaheim, Anaheim Hills, Santa Ana, Garden Grove, Yorba Linda, Brea, Fountain Valley, Huntington Beach, Santa Ana Heights, Costa Mesa, Newport Beach, Moreno Valley, Riverside

About Daniel

As a Financial Professional with Prudential, I can help you with many of the financial questions you have - from evaluating insurance needs to helping you prepare for college costs or meeting your retirement goals. My promise: to work tirelessly to help you achieve your goals. At Prudential, we are dedicated to building and maintaining close relationships with our customers– relationships founded on trust, respect and integrity. No matter what stage of life you find yourself in, as a Prudential Financial Professional, I can help you find solutions to your financial challenges. So whether you're 'Just Starting Out,' 'Settling into Retirement,' or somewhere in between, let's discuss your current financial situation, goals and challenges – and together we can help you meet your challenges.

I'm Most Proud Of: Helping clients across the country achieve their financial goals. Curious to see if you are on track to meet your financial goals? Click here to take a 5 minute quiz! https://connect.emaplan.com/7je

Solutions

Life Happens. Being prepared makes all the difference.

You have options when it comes to your financial future - no matter your life situation.

Exploring Financial Strategies

We’ll work together on your toughest investment challenges – whether you need reliable income, protection from market volatility and other risks, or continuing your family legacy.

Protecting Your Family and Greatest Assets

Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.

Saving for Retirement

Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.

Experience

  • Financial Planner

    Prudential Advisors

    June 2009 - Present | Orange County, CA

    Orange County - Lake Forest, Aliso Viejo, Dana Point, Mission Viejo, Laguna Niguel, Laguna Hills, Laguna Beach, Portola Hills, Rancho Santa Margarita, Foothill Ranch, Ladera Ranch, Coto de Caza, Irvine, Tustin, Tustin Ranch, Anaheim, Anaheim Hills, Santa Ana, Garden Grove, Yorba Linda, Brea, Fountain Valley, Huntington Beach, Santa Ana Heights, Costa Mesa, Newport Beach, Moreno Valley, Riverside

The Prudential Difference

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    • Variable Annuities: CA, CO
    • Securities License: CA, CO, GA, TN
    • Variable Life Insurance: CO(CA License #0G68752)
    • Fixed Annuities: CO, ID(CA License #0G68752)( MN License #40638368)
    • Life Insurance: CO, ID(CA License #0G68752)( MN License #40638368)

Daniel Marshall is associated with the Orange County Financial Group Office, 3333 Michelson Dr, Suite 820, Irvine, CA, 92612-0655, Managing Director: Jay Skolnick, Phone: 949-440-5300. Daniel Marshall offers financial planning and investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Daniel Marshall offers insurance and securities products and services as a registered representative of Pruco and an agent of issuing insurance companies.  1-800-778-2255. My compensation may be based on a combination of fees and commissions. For information on fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

Check the background of this investment professional on FINRA’s BrokerCheck.