Background
Roberts, Daniel was born on December 19, 1948 in Milwaukee. Son of John Arthur Junior and Florence E. (Heil) Roberts.
Roberts, Daniel was born on December 19, 1948 in Milwaukee. Son of John Arthur Junior and Florence E. (Heil) Roberts.
Bachelor of Business Administration, San Jose State University, 1972. Postgraduate, American College, since 1980.
Special agent Prudential Insurance Company, Palo Alto, California, 1969-1971. Personnel lines manager Chubb/Pacific Indemnity, San Diego, 1971-1975, Wyatt Insurance Agency, Orange, California, 1976-1977. Underwriter Metropolitan Propriety & Liability, 1975-1976.
Finance planner Cigna Finance, San Bernardino, California, 1977-1981. Owner, finance planner Canyon Finance Services, Corona, since 1981. Roundtable moderator Southern California Finance Planning Conference, Anaheim, 1984.
Guest lecturer finance planning University Southern California, 1984. Registered investment advisor Securities and Exchange Commission, Washington, since 1983.
President Friends of Corona Public Library., 1986-1987. Candidate Corona/Norco Unified School District, 1985, The Breakfast Club (president 1987-1989, board directors). Member major gifts division Young Men's Christian Association, Corona, since 1986.
Special minister to the sick St. Matthew's Church, 1980-1987. Member International Association Finance Planning (San Bernardino/Riverside chapters founding president 1982-1984, 85-86). Registry Finance Planning Practitioners (referral), University California Riverside Finance Planning (advisory board), Corona Chamber of Commerce (education committee).
Married BettyAnn Stuth. April 18, 1970; children: Colleen, Jeremy, Debrah, Andrew, Benjamin.