Daniel I. Parrish, CLU, CFPÒ
-President
Professional Experience
Dan Parrish is a Charter Life Underwriter and a Certified Financial Planner and is the President of Dan Parrish Insurance Services, Inc. (DPIS). Which is a financial planning firm that has expertise in estate and business succession planning. Dan, as an experienced advisor, providing innovative wealth protection strategies for his affluent business and estate owners. This is accomplished by involving a team of specialists through a dynamic process, which enables the team to assist individuals in achieving their financial/estate planning goals.
Community Involvement
Dan is a former Marine awarded the silver star and purple heart while servings as a rifleman in Vietnam and is an active citizen in his community. He has served as Mayor of Woodland, California, Past City Councilman, and Past Chairman of the Planning Commission.
Dan Parrish served on the Sacramento Regional Foundation’s Board of Directors for 10 years and is the Past Chairman of its investment committee. He has also been the President of the Woodland Memorial Hospital Foundation and has spoken before several non-profit organizations regarding charitable giving.
Memberships
In addition, he is Lifetime member of Million Dollar Round Table, The International Forum 400, Financial Planners Association, and has been a past director and board member of several industry groups.
Personal
Dan presently resides in Woodland, with his wife Nancy. He enjoys fishing and boating with his grandchildren, in addition, to vacationing in Cabo San Lucas, Mexico.