Dane C. Streeter is the head of Family Legacy and Life Insurance Planning at Perennial Financial Services, specializing in how taxes and titling of assets play a huge role in one’s investments. He holds the series 7 & 63 through LPL Financial, the series 65 (Investment Advisor Representative) through Perennial Investment Advisors and California Insurance which represents his Fiduciary Standard of Excellence to each and every client. Dane begins by putting together a comprehensive independent financial strategy for each of his clients. This strategy includes guidance in the many financial areas of life including retirement, investments, insurance, tax planning, and estate planning. Dane helps his clients pursue their financial goals by building and working with each client’s CPA and Attorney.
Dane began his interest in the financial services profession while assisting his father and his associate, nationally known syndicated radio talk show host Raymond J. Lucia, CFP in their San Diego offices. From there he attended San Diego State University and then moved to San Luis Obispo where he began his career with WM Financial Services. He then was later hired as a Registered Rep with Associated Securities Corp. After ASC Dane desired a high level of compliance, disclosure, personal service and investments, for his clients which is why with purpose he chose to work with LPL Financial the largest independent Broker Dealer in the nation.*
After moving to Los Angeles Dane sought to create an LPL Financial group of specialist advisors with uncompromising values and top notch service. His searches ultimately lead him to Perennial Financial another LPL Financial group. Dane believes Perennial’s business model will one day be the standard in their industry, with each head team member continuing to specialize in their area of Financial matters while offering independent advice.
*As reported by Financial Planning magazine, June 1996-2018, based on total revenue.
CA Insurance License #0E34845