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Welcome to DNT Financial, LLC

DNT Financial, LLC is a financial advisory firm based in Lake Forest, California. Our core business is managing investment portfolios for retail clients on a discretionary basis. Charles Schwab & Co., Inc. holds our client accounts, and our portfolio management clients give us permission to trade in their accounts. We also offer financial planning services. We can give advice on retirement planning, income tax planning, employee benefits, insurance planning, and estate planning.

We have no financial incentives to direct clients to any particular financial products. We do not accept sales commissions of any sort. Fees paid to us by clients represent our only compensation.

There is no charge for an introductory meeting or telephone conversation to see if our services would be a good fit for your needs.

Tel: 714-505-8300  •  Email: info@dntfinancial.com
If the viewer of this website is not a resident of California, this website should not be construed as a solicitation for investment advisory business.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP logo in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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