Rich McDaniel

Rich McDaniel is a dedicated professional with a passion for assisting individuals in planning for a secure retirement and guiding them through their financial journey.

With a background in financial planning and insurance, Rich takes pride in collaborating with clients to create comprehensive financial strategies and safeguard their families with various insurance products.

Rich McDaniel values being a reliable source of support for others and finds fulfillment in contributing to their prosperity.

He pursued his education at Novato High School and obtained certifications in CLU, ChFC, RICP, Financial, and Insurance from The American College.

Currently, he serves as an Insurance and Financial Advisor with a California Insurance License 0605777 at Mutual of Omaha, where he leverages his expertise to assist clients in achieving their financial goals.