Daniel Sobrepena Email & Phone Number
Qualified Plan Advisor @ DJM Financial
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Daniel Sobrepena Location
- Irvine, CA, US
Daniel Sobrepena Work
- Qualified Plan Advisor @ (April 2026 - Present)
- Financial Advisor and 401k Consultant @ Morgan Stanley Wealth Management (September 2023 - April 2026)
- Financial Advisor @ Burnham Gibson Wealth Advisors, LLC (September 2022 - September 2023)
- Regional Sales Consultant, Retirement Plans @ (August 2019 - September 2022)
- Regional Sales Consultant @ (January 2016 - August 2019)
- Business Development @ (July 2013 - December 2015)
- Retirement Solutions Associate @ (September 2011 - July 2013)
Daniel Sobrepena Education
- Cal State Fullerton, College of Business and Economics
Bachelor of Business Administration (BBA) (Finance)
2003-2007
Daniel Sobrepena Summary
- Daniel Sobrepena, based in Irvine, CA, US, is currently a Qualified Plan Advisor at DJM Financial | Northwestern Mutual Private Client Group. Daniel Sobrepena brings experience from previous roles at Morgan Stanley Wealth Management, Burnham Gibson Wealth Advisors, LLC, T. Rowe Price and CUNA Mutual Retirement Solutions. Daniel Sobrepena holds a 2003 - 2007 Bachelor of Business Administration (BBA) in Finance @ Cal State Fullerton, College of Business and Economics. Daniel Sobrepena has 1 emails and 1 mobile phone numbers on RocketReach.
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