Dan Mythen

Dan Mythen

PLANNING SPECIALIST
WEALTH ADVISORY GROUP

Locations: | | | |

Phone: 206.660.9962
Fax: 214.210.5998

Administrative Office:

1445 Ross Avenue, Suite 4600
Dallas, Texas 75202

Dan Mythen is a specialist in the implementation and design of advanced planning strategies for families of significant wealth, entrepreneurs and professionals. For most of these clients this involves working with their advisors to establish, fund and leverage multigenerational wealth strategies, frequently in tandem with philanthropic techniques.

Professional Highlights

Financial services experience since 1984. Dan has focused his efforts towards a specialization in estate, wealth, charitable, business succession and executive compensation planning for ultra-high net worth families, business owners and senior executives with estates ranging between $7 million and $2 billion.

Previous Experience

Dan started his career working with investment management firms wholesaling their expertise to financial advisors throughout the west. In the late nineties he made the decision to become a valued resource in the planning areas listed above. He gained experience by working with a national wirehouse and insurance wealth management companies helping advisors realize the importance and opportunities in helping their clients in this area of advanced planning. Dan’s primary goal continues to be the enhancement of the client / advisor relationship. Regional Vice President – Met Life Private Wealth Management

Education | Designations | Licenses

University of California at Davis - BS, Managerial Marketing and Communications Certified Estate Planner(CEP) FINRA Series 7, 26, 63 licenses. Registered Representative of The Leaders Group, Inc. Member FINRA Download Specialist Bio