Daniel K. Beatty founded the Asset Management Team at John W. Brooker in 1983.  Dan works with clients in every aspect of financial planning and investment management.

Dan has been actively involved in the financial planning industry since 1975.  Dan has taught financial planning and investment management at Golden Gate University for the graduate school of financial services and has served as a member of the adjunct faculty of the College for Financial Planning.  Also, Dan served on the board of directors of the Technical Securities Analyst Association of San Francisco for 13 years.  He is also a member of the Financial Planning Association.

Dan received his B.A. from the University of California at Davis and is also a Certified Financial Planner (CFP).

Daniel Beatty, CFP



(510) 638-1815 ext: 202