Pennington Financial Group

Specialties

Since 1984, our team of professionals has provided specialized financial planning, disciplined investment management, and integrated wealth management. We have grown from an unknown startup to a nationally ranked CNBC top 100 fee only wealth management firm, including the #1 firm in Sacramento.

History

Established in 1984.

Since 1984, our team of professionals has provided specialized financial planning, disciplined investment management, and integrated wealth management. We have grown from an unknown startup to a CNBC top 100 fee only wealth management firm, including the #1 firm in Sacramento.

Meet the Manager

Dan L.

Manager

Having joined Pennington Financial Group in 2008, Dan is our chief «get it done» guy. Currently a principal and senior wealth advisor at Pennington, Dan serves as wealth manager and financial coach to multiple generations of family members. Dan prepares tax returns for individuals, small businesses, and estates.

A native of Sacramento, Dan has more than 20 years of experience in the financial services industry, with specializations in retirement planning, investing, college saving, and income and estate tax planning. Before joining Pennington, Dan spent 3 years as an advisor and tax specialist at the Financial and Tax Planning Center in Roseville. He is a veteran of the U.S. Air Force with 3 years of service overseas in Europe and Asia.

Dan holds a bachelor’s degree in business administration and is a Certified Financial Planner. When he’s not crunching numbers, he enjoys spending time with his wife Stephanie and their two children.