Dahn is a graduate of University of California, Los Angeles (UCLA) where he earned a bachelor's degree in Business Economics. He started his career in Financial Services in Los Angeles' Century City district in 2016. Prior to joining Merrill Lynch Wealth Management, Dahn spent many years studying abroad in both China and Japan and is fluent in Mandarin Chinese and Japanese.
Dahn strives everyday to learn what clients value, prioritize and need. Dahn helps individuals and families develop plans and strategies through a transparent Goals-Based Wealth Management process that puts his clients at the center. By leveraging the investment insights of Merrill and banking convenience of Bank of America, Dahn aims to provide a world class service thats built on trust and is constantly searching for the latest and best strategies to provide more value to clients.
Dahn currently works out of the downtown San Jose office in Silicon Valley in Northern California.
As your Merrill advisor, I take the time to understand what's important to you so I can provide personalized investment strategies built around your priorities, risk tolerance, time horizon, liquidity needs and goals. Thoughtful advice and guidance is provided to help you achieve your goals, including those related to your preferred lifestyle and desire to secure a legacy that can last beyond your lifetime.
CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
