CAVU Wealth Advisors
CAVU Wealth Advisors
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Dan Pease, CFP®, CWS®
Fee-Only financial planner located in Walnut Creek, CA, serving clients locally and across the country
Meet Dan Pease
Dan joined CAVU Wealth Advisors in August of 2020. Prior to joining the CAVU team, Dan spent nearly a decade in the wealth management and banking industry. Most recently, Dan was a Senior Branch Manager for HSBC Bank where he led a team of professionals focused on international & domestic banking, wealth management, and lending. Before HSBC, Dan led a wealth management team at Charles Schwab & Co., covering the affluent in Berkeley and Oakland. Prior to entering Schwab leadership, Dan was a Financial Consultant, providing holistic wealth management advice to the Bay Area’s affluent with a focus on life income planning, investments, retirement analysis, and risk management.
Dan started his career at the Community Youth Center in Concord, a non-profit sports and academic complex. Dan held a variety of roles over his eight years there mentoring at-risk youth including Program Director for Wrestling, Judo, Tae Kwon Do, and Boxing. Dan was introduced to wrestling as a high school freshman. He went on to win a section championship for De La Salle, a state title for the Community Youth Center, and qualified for the national championships in college. Following his career competing, Dan transitioned to coaching and has helped the Spartans win 14 league titles and 11 NCS championships over the last 15 years.
Community service is a big part of Dan’s life. Fostered during his years at De La Salle High School, the quote "Enter to learn and leave to serve" continues to be his life motto. This legacy is carried on through his ongoing volunteer work at De La Salle, the Community Youth Center, and a variety of other non-profits ever since. He currently sits on the board of The First Tee Contra Costa, is an Ambassador for the Concord Chamber of Commerce, and serves as a board member for the De La Salle Alumni Association.
Dan is a CERTIFIED FINANCIAL PLANNER™ professional and earned his Certified Wealth Strategist® designation through Cannon Financial Institute. Guiding his financial principles are his integrity, discipline, and desire for helping individuals and families achieve their goals. He attended Saint Mary’s College of California in Moraga where he graduated with a Bachelor of Science in Business Administration.
Dan lives in the East Bay with his wife Cici and two children, Ryan and Summer. He enjoys spending time with family & friends, BBQ, golfing, wrestling, and traveling.
Dan Pease is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Contact Dan Pease
1220 Oakland Boulevard
Walnut Creek, CA 94596