Dan Ritter, CFP®, has been assisting clients and other professionals since 2007 after serving in the United States Marine Corps for 23 years. He has a BA in Social Science from Cal State San Marcos and an MA from the University of Oklahoma in Economics. Dan received his CFP® Certification in 2015 after completing extensive training, experience requirements, and rigorous ethical standards. Well versed in the complexities of an ever-changing financial climate, Dan offers expert financial planning recommendations. In 2019, Dan partnered with Mike to form Core Wealth and they opened their own personal branch office in an effort to provide the highest level of customer service possible through more defined roles and a deeper level of knowledge.
Dan is married to Patricia, who is a retired elementary school teacher. They have 2 children and 4 grandchildren. He enjoys spending time with his family, golfing, fishing, and shooting. Dan serves on the American Legion Post 14 Board of Directors and is also an active member of the Marine Corps League.