Dan Robertson has spent close to a decade in the financial planning field. Prior to joining Pam's team at Six Point Financial Group, Dan worked for two major international investment and financial planning firms, where he gained a comprehensive knowledge of securities-related planning using instruments such as stocks, bonds and mutual funds. Dan holds his Series 7 and Series 66 licenses which permit him to buy and sell securities. He is also licensed in Life, Health & Disability Insurance as well as Long-Term-Care.
In his role as Financial Consultant at Six Point Financial, Dan advises clients on strategies to accumulate and then preserve capital through their retirement years, while also establishing succession plans for future generations. He is dedicated to finding investment and wealth protection strategies which best fit each of his individual clients.
Dan is a proud Mizzou alum and resides in Saint Louis City with his wife, Morgan & their two pets.