Private Portfolios, Inc.

Daniel Binn is a financial advisor at Private Portfolios, Inc. in San Mateo, CA, holding Series 63 and Series 66 licenses with 32 years of industry experience. He has been with Private Portfolios since 2000 and previously worked at Securities America, Inc. He is also licensed as an insurance agent, with experience in variable annuities and indexed annuities. Private Portfolios provides investment advisory and financial planning services primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, and retirement plans. The firm manages discretionary portfolios focused on long-term, individualized asset allocation using mutual funds, ETFs, and equities, and operates a wrap-fee wealth management platform.

Mark Flowers is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been with Private Portfolios, Inc. since 2012 and previously worked at Securities America, Inc. He participates in a local networking group focused on divorce-related topics and leads regional nonprofit workshops offering financial planning education related to divorce. He also operates a sole proprietorship providing financial analysis and consulting services for clients undergoing divorce. Private Portfolios, Inc. provides investment advisory and financial planning services primarily to individuals, including high-net-worth clients, as well as trusts, estates, and retirement plans. The firm manages discretionary portfolios using mutual funds, ETFs, and equities tailored to client risk profiles and special circumstances, and operates a wrap-fee Wealth Management Platform alongside educational programs such as divorce financial workshops.