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.