Dan Parrish, CLU, CFP


CA Insurance License #0480362

Professional Experience

Dan Parrish is a Charter Life Underwriter and a Certified Financial Planner and is the President of Dan Parrish Insurance Services, Inc. (DPIS) and Dan Parrish & Associates Inc. (DPA). Which is a consulting and financial planning firm that has expertise in estate and business succession planning. Dan, as an experienced advisor, provides innovative wealth protection strategies for his affluent business and estate owners. This is accomplished by involving a team of specialists through a dynamic process, which enables the team to assist individuals in achieving their financial/estate planning goals.

Community Involvement

Dan is a former Marine awarded the silver star and purple heart while servings as a rifleman in Vietnam and is an active citizen in his community. He has served as Mayor of Woodland, California, Past City Councilman, and Past Chairman of the Planning Commission.

Dan Parrish served on the Sacramento Regional Foundation’s Board of Directors for 10 years and is the Past Chairman of its investment committee. He has also been the President of the Woodland Memorial Hospital Foundation and has spoken before several non-profit organizations regarding charitable giving. Dan is passionate about helping children and families in crisis and financially supports, through the Yolo Community Foundation, organizations such as Yolo Empower, Yolo Crisis Nursery, Fourth and Hope and other local non-profits.

Memberships

In addition, he is Lifetime member of Million Dollar Round Table, The International Forum 400, Financial Planners Association, Exit Planning Institute and has been a past director and board member of several industry groups.

Personal

Dan presently resides in Woodland, with his wife Nancy. He enjoys fishing and boating with his grandchildren, in addition, to vacationing in Cabo San Lucas, Mexico.


Client Endorsements

  • “Dan Parrish has been my personal insurance broker for the past 25 years. During that time he has provided invaluable assistance and experience in estate planning. His sophistication and originality of ideas go unmatched. I would wholeheartedly recommend Dan to anyone seeking assistance with their overall estate goals.”

    Carl D. Panattoni
    Owner, Panattoni Development Co.
  • “Dan Parrish serves his life insurance clients in many ways. He is both careful and innovative yet practical. He works hard to combine life insurance with an effective, yet cost effective, overall estate plan. You can expect only excellent service from Dan.”

    Kent Silvester
    Attorney, Boutin Jones Inc.
  • “Dan is an extremely knowledgeable professional who has provided many of my clients with sound insurance and estate planning advice. I am pleased to recommend Dan's services whenever issues arise concerning the use of life insurance and estate planning.”

    Gary G. Perry
    Attorney, Gary G. Perry
  • “Dan Parrish has handled my insurance needs for many years. I consider his knowledge of estate planning to be extensive and thorough. I appreciate the honest, straightforward approach, and Dan provides that for me.”

    John Giovannetti
    President, Half Moon Fruit & Produce Company
  • “Dan Parrish's grasp of estate planning and his knowledge of alternative tools within this realm have given my family and me confidence in the future of our respective estates. The integration of alternatives with application of a pragmatic balance of cost and quality make Dan and his staff and pleasure to work with.”

    John H. Meek Jr.
    Partner, J.H. Meek & Sons, Inc.
  • “Dan Parrish has provided me with all my life insurance needs. I have entrusted Dan with this important part of my planning because of his integrity, knowledge, and outstanding service.”

    Chuck Santoni
    President, V. Santoni & Company

Your life, your legacy.

Dan Parrish’s experience and expertise can protect your estate and business. Let us help you plan your legacy.