Transparency • Competency • Accountability • Efficiency

We are dedicated to running our business in a way that we, and our clients, can be proud of. As this is a rapidly evolving industry with many moving parts, we’re always looking for ways to improve our services and provide additional value.

Meet The Team

Daniel McCurdy Financial Planner Headshot

Daniel McCurdy

CFP®, ChFC®, CLU®, EA
LPL Financial

I want to create maximum value for my clients. I do this through relentless education on money management, financial planning, and industry advancement. My convictions — both personally and professionally — include transparency, competency, accountability, and efficiency. My goal is to set high expectations, and do everything in my power to meet and exceed them.

  • Certified Financial Planner (CFP®)
  • Chartered Fin. Consultant (ChFC®)
  • Chartered Life Underwriter (CLU®)
  • Enrolled Agent with the IRS
  • FINRA Series 7 Registration Held Through LPL Financial
  • FINRA Series 66 Registration Held Through Strategic Wealth Advisors Group
  • CA Life & Health Insurance
  • Inactive Real Estate License
  • Bachelor of Science in International Business, Minor in Finance, San Francisco State University
  • Financial Advisor with LPL Financial (2016-Present)
  • Financial Advisor with Edward Jones (2014-2016)
  • Engineer and Project Manager with Bank of America (1999-2014)
  • Microsoft Certified Systems Engineer (NT4, W2K, 2003 Editions)
  • Java Certifications J2SE (2001 Edition)
  • Granted 5 US Patents for ATM Network innovations (2008)
Yujung Assistant Headshot - Daniel McCurdy Financial Planner

Yujung McCurdy

Administrative Assistant
LPL Financial

As the Administrator, I pay great attention to detail to ensure we deliver the highest quality service. I strive to do a thorough job responding to and processing client needs. It is my hope for clients to know they are in great hands. I share Daniel’s convictions of transparency, competency, accountability, and efficiency, and am committed to supporting these goals.

  • B.A., American Studies, San Francisco State University
  • B.A., English, Sogang University, South Korea
  • Managed online bookstore using early version of ‘Fulfilled By Amazon’ system
  • Freelance Korean Translator
  • Customer Support with Global English online education firm from 1999 to 2004

Yujung and Daniel  have 3 children. Two attend Rocklin High School, and their oldest attends UC San Diego.

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Partners

LPL Financial at a Glance

LPL Financial
Broker/Dealer and Custodian of Investments

Thoughtful, balanced financial guidance is a fundamental need for everyone. We provide advisors and financial institutions the tools they need to develop meaningful, long-term client relationships. We help independent financial advisors support their clients with research, technology, compliance, access to an ever-growing array of products, continuing education, and more.

Our dedicated Institution Services division focuses exclusively on the needs of financial institutions and their diverse clients.

The Financial Services Network at a Glance - thumbnails

The Financial Services Network
Compliance and Registered Investment Advisory Firm

The Financial Services Network comprises a highly specialized group of business, investment and compliance professionals dedicated to serving the needs of an elite community of independent financial advisors. United by a common bond of excellence and sharing the desire to elevate their practices, our advisors partner with us in the pursuit of growth, efficiency, acquisition strategies and seamless succession plans.