Meet Dan Evertsz2020-04-15T20:00:43+00:00

Meet Dan Evertsz

Dan is a Retirement Income Planner and a principal with KA Financial Group and College Money Pros. Dan’s focused on guiding retirees on how to outlive their savings. Dan is also an educator for the Council of Financial Educators, a non-profit organization, stated mission is to aid individuals in taking charge of their financial literacy.

He is a nationally known expert in the financial services industry, with a focus on college planning. He is hosting workshops to provide strategies to guests for financial literacy and college planning.

Dan is proud to have been featured in many (MSNBC, US News & World Report, LA Weekly, and the Sacramento Bee), and he has done many radio and television appearances. His new book, 20 Stupid Mistakes Parents Makes Parents Make When Applying for College Funding, is headed to the bestseller list.

Dan is active in his Church and his community.  Dan is married to his lovely wife Deborah for 29 years and has two children, Ashlee a recent graduate at NYU’s highly acclaimed graduate occupational therapist program and his son Khari Evertsz a recent high school graduate.

Learn more about Dan and his no-nonsense approach to Retirement Planning:


111 Deerwood Rd. Suite 200, ​San Ramon, CA 94583

(952) 452- 4067