Daniel Kluis

FIC, CLTC®, ChSNC®

Financial Advisor

State(s) Licensed:   CA Insurance Lic. #0E62403, MN, NC

Phone 530-896-1896
Address

48 Bellarmine Ct Ste 70
Chico, CA 95928

Daniel Kluis

State(s) Licensed:   CA Insurance Lic. #0E62403, MN, NC

Let's put your plans in motion

Let’s Put Your Plans in Motion 


Building a strong financial house requires professional input in the planning, execution, and maintenance. It’s a huge investment! I see myself as a contractor in this process. I have the knowledge, specializations, resources, and team to ensure that everything meets your needs and accomplishes your goals. Our comprehensive planning process offers: 


Client-led goal and plan development 


Holistic planning with a defined order of operations 


Financial habit evaluation 


Strategic investment management 


I serve clients in the great Chico area and across the nation. Let’s set up a time to meet, either virtually or in the office. 

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Location

Chico Office

Phone:
530-896-1896
Fax:
530-896-1896
Mobile:
530-321-4059

Hours

M – F: 9 a.m. – 5 p.m.