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Dan Harding

Founder @ WealthPRIME | Retirement Planning, Tax Mitigation

Dan Harding is a seasoned professional with over two decades of experience in helping high-net-worth individuals minimize tax burdens.

Having immersed in the financial industry since birth due to his father's involvement in a third party administration company, Dan has a deep-rooted understanding of tax strategies and wealth management.

Recognizing the stagnancy in tax-saving processes over four decades, Dan embarked on a mission to revolutionize the industry by developing WealthPrime, an innovative cash balance illustration software to empower clients and advisors.

WealthPrime, a free tool accessible at wealthprime.com, enables instant cash balance plan evaluations to facilitate informed decisions during initial client meetings.

Dan's academic background includes a BS in Business Management, Marketing, and Related Support Services from California Polytechnic State University-San Luis Obispo, and education at St. Francis High School.

With a rich professional history, Dan has held key positions such as Founder at WealthPRIME, CEO at Retirement Administration, Inc., and various roles at esteemed financial institutions like Bank of America, Wells Fargo Home Mortgage, Chase, and Veritas Financial Real Estate Group.

Dan Harding
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Location

Los Altos, California, United States