Gerald Garwood
Marketing Director
Justin Young
Marketing Assistant
Daniel R. Lewis
President & Founder
Daniel is the President and Founder of Wealth Preservation Advisors and also the President of Tax Free Retirement, Inc. located in Palm Desert, CA. Born and raised in the Seattle-Tacoma, WA area, Daniel served in the United States Coast Guard from 1967-1971. In 1973, Daniel founded his financial planning practice. He moved from the Seattle area to the Coachella Valley in June 1987.
Daniel is a Chartered Financial Consultant and a Chartered Life Underwriter for American College, Bryn Mawr, PA. Daniel is an Investment Advisor Representative, Registered with Horter Investment Management, LLC, a Registered Investment Advisor. He is also Registered with the Securities and Exchange Commission and the California Department of Securities. California Department of Insurance License #0703000.
Tax Free Retirement, Inc. is not affiliated with Horter Investment Management, Inc.
Daniel lives in Palm Desert, CA with his wife and two children.
© 2013 Wealth Preservation Advisors | 73-660 State Highway 111, Suite 6 | Palm Desert, California 92260 | 760-360-8922 | fax 760-406-4077 | certifiedasset@netzero.com