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Daniel Roberts, MSFS

The Differences that make the Difference

Contact Info

Daniel Roberts, MSFS
603 Park Center Drive, Suite 104
Santa Ana, CA 92705
Map and Directions

Phone: 714-669-1855

danroberts@cfiemail.com

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  • Our Mission Statement
  • Our Firm
  • Our Associates' Qualifications
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  • Our Financial Planning Process

Site Map

  • Home

    • Contact Us
    • Our Mission Statement
    • Our Firm
    • Our Associates' Qualifications
    • Our Services
    • The Components of Your Financial Plan
    • Our Financial Planning Process
    • Our Unique Cyclical Investing Strategy
    • eMoney Advisor and Morningstar
    • How do I know if I need a Financial Advisor?
    • Our Location
    • Tell A Friend
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Contact Info

Daniel Roberts, MSFS
603 Park Center Drive, Suite 104
Santa Ana, CA 92705
Map and Directions

Phone: 714-669-1855

danroberts@cfiemail.com

Additional Pages

  • Our Unique Cyclical Investing Strategy
  • eMoney Advisor and Morningstar
  • How do I know if I need a Financial Advisor?
  • Our Location

Securities and advisory services offered through Centaurus Financial, Inc. ·Member FINRA/SIPC  · Registered Investment Advisor 

 

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