Banner Wealth and Investment Services - Dan Cotamagana

Meet Dan Cotamagana, VP and LPL Financial Advisor

Office: 760-520-0416
Email: dan.cotamagana@lpl.com
Address: 355 West Grand Ave., Escondido, CA 92025

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Personal philosophy

Dan’s professional passion was sparked in 2003 when he experienced financial hardship due to a grocery lockout and labor dispute. Seeing his coworkers struggle to meet monthly expenses came full circle when he entered the financial services industry. That specific instance inspired him to help others pursue financial independence. 

With more than 19 years of banking and investment experience, Dan believes the most important aspect of his practice is building strong relationships. He gets to know each client and “puts himself in their shoes” so he can treat them the way he would like to be treated.

A customized approach

Dan understands that everyone has unique goals and priorities. His strategy includes building a strong foundation by leveraging both banking and investment solutions. As a financial advisor, his areas of expertise include retirement planning, wealth preservation, legacy planning and college planning. He enjoys taking a holistic approach and helping his clients create strategies that bring them financial confidence.

Dan believes that time in market, not timing the market, is the best long-term investment strategy, and that tailored education for each client empowers them to make informed decisions.

A qualified advisor

  • Certifications: FINRA Series 7, 63 and 65, registered through LPL Financial
  • California Life/Health Insurance License #0F95087

Areas of focus:

Dan serves families and individuals with:

  • Retirement planning
  • Wealth preservation
  • Legacy planning
  • College planning
 

And serves businesses with:

  • Retirement planning
  • Life insurance
  • Business succession planning

Contact Dan for a no-obligation consultation:

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA| SIPC). Insurance products are offered through LPL or its licensed affiliates. Banner Bank and Banner Wealth and Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Banner Wealth and Investment Services, and may also be employees of Banner Bank. 

These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Banner Bank or Banner Wealth and Investment Services. Securities and insurance products offered through LPL or its affiliates are: 

NOT INSURED BY FDIC OR ANY OTHER GOVERNMENT AGENCY  |  NOT BANK GUARANTEED  |  NOT BANK DEPOSITS OR OBLIGATIONS  |  MAY LOSE VALUE

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

To contact LPL about rights you may possess under the California Consumer Privacy Act, click here.

Banner Bank ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please see the LPL Financial Form CRS and visit LPL Financial for more detailed information.