About Us


Daniel B. Apple, MS, CFP™:

Principal

Daniel B. Apple has been involved in the financial service industry since 1984. He graduated with a Bachelor's Degree from Chico State University. Daniel holds the designation for CERTIFIED FINANCIAL PLANNER™ and a Master's Degree in Financial Planning from the College for Financial Planning in Denver, Colorado. His status as a CFP™ and commitment to continuing education are testimony to his in-depth knowledge and background in the financial and retirement planning fields.

In addition to being a CERTIFIED FINANCIAL PLANNER™ Professional, Daniel is a:

Daniel's expertise is centered around working with the retired. This includes those nearing retirement and those already retired. His focus is on wealth management and wealth preservation. Trust, integrity and excellence in service are the cornerstones of Daniel's practice and his personal commitment to every client.

Daniel is a member of the Institute of Certified Financial Planners and a charter member of the Gold Country Estate Planning Council. Daniel's experience and knowledge in the retirement planning arena have allowed him to conduct numerous informational seminars and workshops, individually and in conjunction with attorneys and CPAs. He has also written numerous articles for The Union newspaper and the Guide to Professional Services and has been a guest speaker on radio.

Active in his community, Daniel is past President of the Nevada County Arts Council, (and a member of the Celtic Society of Nevada County). Daniel is a native of Nevada County and resides with his wife Michelle, and their two boys in Grass Valley, California.



Michelle Apple:

Office Manager
Oversees the overall operations of the firm. She is responsible for the planning of special events and services for our clientele. She works with Dan and Rick to implement business development and marketing strategies for the firm.

 

 

 

 


Tammy Eaton

Client Services Representative
Tammy is responsible for all areas of client services such as handling phone calls, scheduling appointments, billing, research, preparing reports for Dan Apple and clients, as well as assisting client inquiries regarding all client accounts.





 

 

 

 



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