DAN SHERBY

Direct: (949).973.3677
NMLS # 219768

In 1989, Dan graduated cum laude from UCLA with a bachelors degree in business economics. After graduating from UCLA Dan worked for Price Waterhouse in public accounting where he obtained his CPA license. After leaving Price Waterhouse Dan took positions with Toyota Motor Credit Company and Yamaha Motor Corp. While at Yamaha Motor Corp. Dan held numerous positions in finance and treasury and was ultimately promoted to Corporate Controller for the corporation where he managed a group of 32 people. Following his 11 years experience with Yamaha Motor Corp. Dan decided to be more entrepreneurial and pursue mortgage lending and became a licensed real estate broker.

Dan is very knowledgeable in all aspects of real estate finance. With 15+ years of finance and accounting experience Dan brings a huge breadth of financial knowledge to each transaction.

Dan believes strongly in the importance of good character and ethics. As a CPA, Dan is required to periodically take professional ethics courses. In all his transactions, Dan is very upfront in the fees that will be charged in the transaction and guarantees his clients that his fees will not be above the agreed upon amount.

The greatest compliment his clients can give him is a referral of his services.

Get in touch!

Office:
(949).973.3677
Mail:
dsherby@socalfunding.com

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