Dan Cronin [ChFEBC℠]
74 Kihapai St
Kailua, HI 96734
Original Certificate Date: 10/24/2023
ChFEBC℠ Number: 0221C9K3D
Organization: Lifestyle Wealth Management
Phone: 808-206-9123
Cell: 503-941-8792
Email: Dan@Lifestyle-wm.com
Website: www.lifestylewealthmgmt.com
States Currently Licensed: WA, OR, CA, NV, ID, TX, VA, NH, CO, IA
State Insurance License #: 19109289
CRD #: 6883364
Primary Investment: Charles Schwab
Services: Full service financial planning, federal employee benefits optimization, fee-based asset management, legacy planning,