Dan Koblin, Crpc, Aif
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Dan Koblin, Crpc, Aif Email & Phone Number

Founder & Partner | Innovator I Business Builder I Weekend Artist at Continuum Consulting Group - Orange County
Location: Tustin, California, United States 10 work roles 5 schools
1 work email found @continuumconsulting.co.nz 2 phones found area 949 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email d****@continuumconsulting.co.nz
Direct phone (949) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Continuum Consulting Group - Orange County
Role
Founder & Partner | Innovator I Business Builder I Weekend Artist
Location
Tustin, California, United States
Company size
7 employees

Who is Dan Koblin, Crpc, Aif? Overview

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Quick answer

Dan Koblin, Crpc, Aif is listed as Founder & Partner | Innovator I Business Builder I Weekend Artist at Continuum Consulting Group - Orange County, a with 7 employees, based in Tustin, California, United States. AeroLeads shows a work email signal at continuumconsulting.co.nz, phone signal with area code 949, and a matched LinkedIn profile for Dan Koblin, Crpc, Aif.

Dan Koblin, Crpc, Aif previously worked as Founder and Partner at Continuum Consulting Group - Orange County and Advisor and CFO at Fromjump™. Dan Koblin, Crpc, Aif holds Chartered Financial Planning Counselor (Crpc) from College For Financial Planning.

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Email format at Continuum Consulting Group - Orange County

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{first}@continuumconsulting.co.nz
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AeroLeads found 1 current-domain work email signal for Dan Koblin, Crpc, Aif. Compare company email patterns before reaching out.

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Profile bio

About Dan Koblin, Crpc, Aif

www.continuum-cg.comDan Koblin is Founder and Partner of Continuum Consulting Group located in Irvine, CA, and has earned the Chartered Retirement Planning Counselor (CRPC®) and Accredited Investment Fiduciary (AIF®) designations. Specializing in aiding retirees, business owners, and executives build comprehensive and customized financial plans and strategies, his firm is passionate about helping clients accumulate and preserve their wealth.With a successful business career across Orange County based companies, Mr. Koblin has held executive and senior-level management positions with notable companies such as PepsiCo, Disney, Gateway Computers, Washington Mutual Bank and Alliance Imaging. His responsibilities included compensation, organizational, and benefits design, management and executive coaching, and change management.He has a track record of tailoring compensation, benefits and insurance programs — including health and welfare, executive compensation, employee stock option and retirement plans — for operational performance. He also serves as an advisor and coach to executives and business professionals. Mr. Koblin is committed to community service, serving in leadership roles with numerous non-profit organizations.Continuum Consulting Group is a boutique financial planning firm providing comprehensive financial planning services to individuals and businesses. Guided by our "Clients First" philosophy and our "Continuum Core Values", we cater to those interested in a deeply rooted relationship and guidance through all of life's stages. Our clients can expect unbiased advice, a structured planning process and to be treated fairly and with respect. A passion to help and to better our community is at the very foundation of our firm. We assist clients across all areas of their planning including investment management, estate planning, business succession and key person planning, risk management and insurance, retirement and transition planning.

Listed skills include Strategic Thinking, Wealth Management, Estate Planning, Strategic Financial Planning, and 33 others.

Current workplace

Dan Koblin, Crpc, Aif's current company

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Continuum Consulting Group - Orange County
Continuum Consulting Group - Orange County
Founder & Partner | Innovator I Business Builder I Weekend Artist
irvine, california, united states
Website
continuum-cg.com
Employees
7
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10 roles · 35 years

Dan Koblin, Crpc, Aif work experience

A career timeline built from the work history available for this profile.

Founder And Partner

Current
Continuum Consulting Group - Orange County

Irvine, California

Daniel J. Koblin, CRPC®, AIF Founder and Partner, Continuum Consulting Group18400 Von Karman Ave., Suite 450, Irvine, CA 92612949-623-1772daniel.koblin@lfg.comwww.continuum-cg.comOur Mission: Guided by our “Clients First” philosophy, we cater to those interested in a deeply rooted relationship and guidance through all of life’s stages. A passion to help and better our community is at the very foundation of our firm. Our Vision:To guide our clients through the continuum of change as they pursue clarity and financial well-being.Our Core Values: Clients First -- We always put our clients first. We have conviction in what we do and the courage to get our clients to take action. We invest in long-term relationships with our clients, our business partners and our employees. Our primary purpose is to help our clients towards achieving their goals and vision.Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. Use of the AIF designation does not imply that Osaic FA or its Investment Advisor representatives may act in fiduciary capacity for ERISA plans. CA Insurance License #0F68054

Jun 2012 - Present

Advisor And Cfo

Current
Fromjump™

United States

Jan 2022 - Present

Vice President, Financial Planner

Pinnacle Consulting Group

Irvine

Dan worked as Vice President at Pinnacle Consulting Group, an Irvine-based planning firm, providing comprehensive financial planning services to individuals and businesses. His clients can expect unbiased advice, a structured planning process and to be treated fairly and with respect. He assists clients across all areas of their planning including investment management, estate planning, business succession and key person planning, risk management and insurance, retirement and transition planning.

Jun 2007 - Jun 2012

Sr. Manager, Human Resources

Gateway
Aug 1998 - Jan 2002

Manager, Human Resources

Pepsico
May 1992 - Jul 1997

Human Resources

Pepsi
1992 - 1997 ~5 yrs
Team & coworkers

Colleagues at Continuum Consulting Group - Orange County

Other employees you can reach at continuum-cg.com. View company contacts for 7 employees →

BW Bill Wood, Cfp® Bill Wood, Cfp® Colleague at Continuum Consulting Group - Orange CountyIrvine, California, United States View → CT Christine Turner, Cfp® Christine Turner, Cfp® Colleague at Continuum Consulting Group - Orange CountyYorba Linda, California, United States View → DL Daniel Leo, Cfp® Daniel Leo, Cfp® Colleague at Continuum Consulting Group - Orange CountyIrvine, California, United States View → CW Christine Wayne Christine Wayne Colleague at Continuum Consulting Group - Orange CountyFoothill Ranch, California, United States View → JD Jonathan D. Launder, Cfp® Jonathan D. Launder, Cfp® Colleague at Continuum Consulting Group - Orange CountyIrvine, California, United States View → DT David Teper David Teper Colleague at Continuum Consulting Group - Orange CountyIrvine, California, United States View →
5 education records

Dan Koblin, Crpc, Aif education

High School

Southfield Lathrup
FAQ

Frequently asked questions about Dan Koblin, Crpc, Aif

Quick answers generated from the profile data available on this page.

What company does Dan Koblin, Crpc, Aif work for?

Dan Koblin, Crpc, Aif works for Continuum Consulting Group - Orange County.

What is Dan Koblin, Crpc, Aif's role at Continuum Consulting Group - Orange County?

Dan Koblin, Crpc, Aif is listed as Founder & Partner | Innovator I Business Builder I Weekend Artist at Continuum Consulting Group - Orange County.

What is Dan Koblin, Crpc, Aif's email address?

AeroLeads has found 1 work email signal at @continuumconsulting.co.nz for Dan Koblin, Crpc, Aif at Continuum Consulting Group - Orange County.

What is Dan Koblin, Crpc, Aif's phone number?

AeroLeads has found 2 phone signal(s) with area code 949 for Dan Koblin, Crpc, Aif at Continuum Consulting Group - Orange County.

Where is Dan Koblin, Crpc, Aif based?

Dan Koblin, Crpc, Aif is based in Tustin, California, United States while working with Continuum Consulting Group - Orange County.

What companies has Dan Koblin, Crpc, Aif worked for?

Dan Koblin, Crpc, Aif has worked for Continuum Consulting Group - Orange County, Fromjump™, Pinnacle Consulting Group, Rsi Home Products, and Alliance Imaging.

Who are Dan Koblin, Crpc, Aif's colleagues at Continuum Consulting Group - Orange County?

Dan Koblin, Crpc, Aif's colleagues at Continuum Consulting Group - Orange County include Bill Wood, Cfp®, Christine Turner, Cfp®, Daniel Leo, Cfp®, Christine Wayne, and Jonathan D. Launder, Cfp®.

How can I contact Dan Koblin, Crpc, Aif?

You can use AeroLeads to view verified contact signals for Dan Koblin, Crpc, Aif at Continuum Consulting Group - Orange County, including work email, phone, and LinkedIn data when available.

What schools did Dan Koblin, Crpc, Aif attend?

Dan Koblin, Crpc, Aif holds Chartered Financial Planning Counselor (Crpc) from College For Financial Planning.

What skills is Dan Koblin, Crpc, Aif known for?

Dan Koblin, Crpc, Aif is listed with skills including Strategic Thinking, Wealth Management, Estate Planning, Strategic Financial Planning, Organizational Development, Business Succession Planning, Strategic Planning, and Retirement Planning.

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