J. Daniel Vogelzang, LUTCF

J. Daniel Vogelzang, LUTCF

President and Owner

  • Joined M Advisory Group in 1995
  • 25 years in the insurance and financial services industry
  • Specialist in life insurance design, executive and corporate benefits
  • Published author with several articles for CPA journals and other industry magazines
  • Member of AALU Leadership Advanced Life Underwriting®
  • Member of NAIFA, National Association of Insurance and Financial Advisors
  • Graduate of University of Southern California (USC)
  • Served on Board of Torrance South Bay YMCA since 2008
  • Chairperson of YMCA Business & Finance Development Committee
  • Registered Representative (Series 6 and 63)
  • Investment Advisor Representative (Series 65)
  • California Life and Health License
  • Holds the LUTCF and nearing the completion of Accredited Investment Fiduciary (AIF®), and Charted Financial Consultant (ChFC®) designations
Email Dan
Phone Extension: 122