Originally from Baltimore, Maryland, Daniel Dixon attended York College of Pennsylvania &
Towson State University, where he studied marketing, finance and business administration.
Daniel currently resides in Eureka, California where he operates his independent Kingsview
Partners practice. Daniel joined the firm in 2022 with seven years of industry experience.
Daniel’s professional journey began in restaurant management, where he owned and operated
a successful craft burger restaurant. He later transitioned into real estate investment,
specializing in buying and rehabbing properties. This diverse experience laid out the foundation
for his management consulting firm, which he led for six years, before pursuing his true passion
as a financial advisor.
Daniel’s entrepreneurial spirit infuses his work with unparalleled energy and dedication, striving
to make a positive impact on his clients’ lives. His extensive experience positions him to assist
business owners with complex challenges they may be facing. Daniel previously held his Series
7 and Series 66 registrations, and currently holds a CA life insurance license, allowing him to
carve out a niche in financial planning.
Daniel is now a Certified Plan Fiduciary Advisor, who works closely on employer-sponsored
retirement plans like 401(k), 403(b), Cash Balance, and more. He believes that focusing on the
long-term aspects of financial planning are crucial to building a prosperous financial structure
and future.
Beyond his professional endeavors, Daniel is deeply rooted in his community. He currently
serves as Vice Chair of the St. Joseph Hospital Foundation Board and is a former Chair of the
Humboldt County Workforce Development Board. Daniel enjoys gardening, fishing, and
spending time with his wife Amanda, their daughter Isabella, and two dogs Lily and Henry.
Daniel’s mission extends beyond mere financial planning – he aspires to build meaningful
relationships with his clients, ensuring he makes a lasting and positive impact on their lives.