Phone: (623) 583-5940
Mobile: (602) 370-2362
Fax: (623) 583-5938
E-mail: dlindblad@eaglestrategies.com
Daniel Lindblad CLU®- received his designation from the American College, of Bryn Mawr, Pennsylvania, as a CLU® (Chartered Life Underwriter).
Dan was born in Arizona and has practiced as an agent with New York Life Insurance Company since 1987 in the Phoenix area.
Dan is currently licensed in five states FINRA licenses include (California license #OB35938), CA, IL, WA, AZ, CO, series 6, 63, 65 as an Investment Advisory Representative through Eagle Strategies LLC a Registered Investment Adviser.
Daniel married Sharon in 1981. They have two children.
In 1990 Lindblad Financial Group was formed. In 1993 became a Registered Representative through his Broker/Dealer NYLIFE Securities LLC providing Mutual Funds and Investments. He obtained his FINRA series 65 in 2001 and started working as a Financial Adviser with Eagle Strategies.
Although Dan’s practice is diverse, his emphasis is on application of Life Insurance, Employee Benefits, Wealth Accumulation and Risk Management.
Phone: (623) 583-5940
Fax: (623) 583-5938
Rcarlson02@eaglestrategies.com