Financial Professional & Insurance Agent


Helping clients understand their options and achieve their goals is what makes my job so rewarding. Every client is unique, so together we can develop a personalized approach that meets today's needs and tomorrow's as well.

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Our Location

888 San Clemente Drive Suite #250
Newport Beach, California 92660

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Mission Viejo Chamber Marketplace
New York Life Insurance Company, Agent Daniel Katzman, CA Insurance License #421 is a proud member of

Mission Viejo Chamber Marketplace

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