Dan Cadena, M.S., CFP®, EA is the founder and principal of Cadena Financial Planning & Tax Services. Dan works with individuals, couples, and business owners to help them achieve their financial goals.

Dan received his Bachelors of Science degree in Business Administration, with an emphasis in Financial Services, from San Diego State University. He also received his Masters of Science degree in Business Administration, with an emphasis in Financial & Tax Planning, from San Diego State University.

Dan is a CERTIFIED FINANCIAL PLANNER(tm) practitioner and an Enrolled Agent. Cadena Financial Planning & Tax Services is a Registered Investment Adviser with the state of California.

Dan is a San Diego native and considers San Diego his home. He has been active in his community by assisting low income tax payers with their tax returns through an IRS program called Volunteer Income Tax Assistance (VITA). Dan has also recently volunteered for Meals on Wheels and the Braille Institute.