521 E. Bidwell Street
Folsom, CA 95630
Your message has been sent to Dan Needler. We look forward to being in touch.
Contact MeComplete this form and Dan Needler will contact you to discuss your needs.
* Indicates required fields
It is my pleasure to serve the financial needs of people in the Folsom, El Dorado Hills, Citrus Heights & Placerville areas. I started in the financial industry in 1993 and became a Wealth Management Advisor in 1998. I hold a Bachelor of Arts degree in English literature from the University of the Pacific in Stockton, California. California Insurance License #0B97821.
I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.
In my free time, I enjoy traveling and fine dining.
Area of Focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
Primary Office521 E. Bidwell Street
Folsom, CA 95630
Secondary Office1020 White Rock Rd Bldg E
El Dorado Hills, CA 95762
Secondary Office6199 Sunrise Mall
Citrus Heights, CA 95610
Secondary Office3075 Sacramento St
Placerville, CA 95667
About U.S. Bancorp Wealth Management
Whether you’re just starting out or have already achieved a certain level of wealth, our Wealth Management team can help you find ways to make your money work as hard as possible to help you work toward your goals. We offer comprehensive wealth management services including retirement and financial planning, investment management, trust and fiduciary services, and private banking from U.S. Bank. We also offer retirement and financial planning, investment management, and brokerage strategies from U.S. Bancorp Investments.