Dason Global Wealth Management’s mission is to help ensure you receive all the assistance you need, not only in developing your retirement income strategy but in maintaining it throughout your retirement.
As the Managing Partner at Dason Global Wealth Management, Rob Holman is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income.
Rob has served in the financial industry for more than 30 years, where he has recently become an IAR to expand on the services he can provide. He works with individuals in a one-on-one setting to help ensure their insurance needs are met and helping them create a personalized retirement income strategy for retirement. Prior to founding Dason Global Wealth Management with his son, Rob held various positions in the insurance industry, including senior vice president with National Financial Services, as well as the principal for his own mortgage brokerage.
Additionally, Rob has a long history of business management. He owned and managed several of his own businesses and managed hundreds of representatives in 11 states.
Rob has passed the Series 65 exam, and holds his life and health insurance licenses in Arizona and Utah.
Away from the office, Rob is involved with his church and in scouting. He also enjoys playing golf and fishing. He resides in Chandler, Arizona, with his wife and children.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at firstname.lastname@example.org or call us at 480-874-8590 today!
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Insurance products are offered through the insurance business Dason Wealth Management. Dason Wealth Management is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Dason Wealth Management are not subject to Investment Advisor requirements.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. 1722734 - 6/23