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@continuumconsulting.co.nz
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2 phones found area 949
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Dan Koblin, Crpc, Aif is listed as Founder & Partner | Innovator I Business Builder I Weekend Artist at Continuum Consulting Group - Orange County, a company 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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AeroLeads found 1 current-domain work email signal for Dan Koblin, Crpc, Aif. Compare company email patterns before reaching out.
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.
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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.
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.
Other employees you can reach at continuum-cg.com. View company contacts for 7 employees →
Bill Wood, Cfp®
Colleague at Continuum Consulting Group - Orange County
Irvine, California, United States, United States
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CT
Christine Turner, Cfp®
Colleague at Continuum Consulting Group - Orange County
Yorba Linda, California, United States, United States
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Christine Wayne
Colleague at Continuum Consulting Group - Orange County
Foothill Ranch, California, United States, United States
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David Teper
Colleague at Continuum Consulting Group - Orange County
Irvine, California, United States, United States
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DL
Daniel Leo, Cfp®
Colleague at Continuum Consulting Group - Orange County
Irvine, California, United States, United States
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JD
Jonathan D. Launder, Cfp®
Colleague at Continuum Consulting Group - Orange County
Irvine, California, United States, United States
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Quick answers generated from the profile data available on this page.
Dan Koblin, Crpc, Aif works for 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.
AeroLeads has found 1 work email signal at @continuumconsulting.co.nz for Dan Koblin, Crpc, Aif at Continuum Consulting Group - Orange County.
AeroLeads has found 2 phone signal(s) with area code 949 for Dan Koblin, Crpc, Aif at Continuum Consulting Group - Orange County.
Dan Koblin, Crpc, Aif is based in Tustin, California, United States while working with Continuum Consulting Group - Orange County.
Dan Koblin, Crpc, Aif has worked for Continuum Consulting Group - Orange County, Fromjump™, Pinnacle Consulting Group, Rsi Home Products, and Alliance Imaging.
Dan Koblin, Crpc, Aif's colleagues at Continuum Consulting Group - Orange County include Bill Wood, Cfp®, Christine Turner, Cfp®, Christine Wayne, David Teper, and Daniel Leo, Cfp®.
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.
Dan Koblin, Crpc, Aif holds Chartered Financial Planning Counselor (Crpc) from College For Financial Planning.
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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