Through tailored and timely financial and investment advice, we help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.
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Dan launched his career in the financial services industry in 1985 and took an early interest in the process of investment planning. As a licensed financial advisor he provides a broad range of services and provides in-depth investment consultations. Dan has dedicated his career to helping clients live the one life they have the best way they can, without undue financial sacrifice or overexposure to risk.
Dan's personal mission is to help clients plan for a financial future in a way that best meets their unique investment and financial goals. He is dedicated to delivering comprehensive investment planning and financial services to families and high net worth individuals in order to help grow, manage, preserve, and transition their wealth. He is committed to making a difference and seeks to add value by delivering sound financial advice, and the pursuit of excellence in servicing his clients' needs.
As a Texas native, Dan joined Wells Fargo Advisors as a financial advisor in December 2014. Before entering the financial services industry, he earned a Bachelor of Business Administration degree from Texas A&M/ Corpus Christi. Away from the office he and his wife Kim enjoy spending time with their family and traveling. He also enjoys playing golf and fishing along the Texas coast.
Sandra joined Wells Fargo Advisors in December 2014 as a Senior Registered Client Associate. She began her career in the financial services industry in 1996 and has attained the Series 7, 63, 65, 9/10 registrations and an insurance /annuity license. Today, Sandra relies on her extensive administrative knowledge and skills to provide sales and service support to Dan Bazar and in serving the various account service needs of his valued clients. Sandra enjoys the fast pace of the office, as well as the great connections and lasting relationships she and Dan have been able to develop with clients over the years. She is grateful to have found an organization that shares her values and her deep commitment to faith, family and community. In her spare time Sandra and her husband David enjoy traveling and spending time with their family.
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Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.
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