our team

Our Team

Dan Binn

Managing Partner

(650) 548-9882

Dan has spent his entire career as a Financial Advisor. After graduating from UCLA in 1996, Dan started his career with Wells Fargo Securities in Beverly Hills and later Sanwa Bank in Beverly Hills. Dan joined his father at Private...

Mark Flowers, CFP®

Managing Partner

(650) 548-9800

mark@privateportfolios.com

Mark is a holistic wealth manager, focused on both comprehensive financial planning and investment management and has been in practice since 2012...