Dan Alejo

Inactive
Pending CE Completion

Southbay Financial
520 E Carson Plaza Ct
Carson, CA 90746, US

562-508-9508

Average Rating: 0 stars (based on ratings)

Professional Profile

Dan Alejo has received training in Social Security regulations, including claiming strategies for different situations. After taking the comprehensive course, Dan has passed a proctored exam in order to earn the RSSA certificate. Determining when to claim your Social Security benefits can be challenging. Dan will help you navigate these pitfalls and answer questions you don’t know to ask. Dan will balance your Social Security choices with your overall retirement planning, so that you also have peace of mind. Speak with Dan Alejo — a trained advisor — for a consultation. If you decide to engage Dan Alejo, you’ll receive a comprehensive personalized analysis and advice that may provide you with thousands or tens of thousands more in lifetime benefits.

Areas of Expertise

  • Insurance Agent

Real Stories from Real People

Most People Leave Money on the Table

96%

Don't Optimize

Very few people get all the Social Security they deserve.

$111,000

Is Lost

The average household is losing $111,000 in potential income.

1 Chance

To Claim

Social Security gives you one chance to get it right – forever.

Maximize Your Benefits

Discover important information for your situation.