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    My Background

My Background

Daniel Lindblad was born in Phoenix AZ. Married to his spouse, Sharon since 1981 and has two sons.

Dan is one of Triplets and is an identical twin at the same time. 

He founded Lindblad Financial Group in 1990.

  • 34 years NYLIC and Senior NYLIC Agent.

  • Life & Qualifying Member of MDRT1 24 years

  • Co-Founder of the West Valley Professionals’ Roundtable

    • A group dedicated to educating professionals regarding our aging population.

  • CLU® (Chartered Life Underwriter).

  • ChFC® (Chartered Financial Consultant)

  • Life Member of the Councils

  • Chairman’s Council2 qualifier

  • 2013 Agent Advisory Council Alumnus

  • Investment Advisory Representative for Eagle Strategies, LLC a registered Investment Advisor and a New York Life company


Although Dan’s practice is diverse, his emphasis is on Wealth Accumulation through Managed Platforms with Eagle Strategies LLC, Risk Management through Life Insurance and LTC insurance and Income Distribution planning for pre- and post-retirees and business owners. Dan’s mission is to:

“Educate his clients and whom he comes in contact with, to make wise and thoughtful life decisions that will positively impact and position themselves to help further their goals and aspirations now and in the future to come.”

Dan Lindblad CLU, ChFC
Financial Adviser*

1 The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry

2 Council is an annual company recognition program based on agent production from July 1- June 30.

For more information about NYLIFE Securities LLC and its investment professionals.

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  • About Us
    • About Us
    • Our Team
    • About Eagle Strategies
    • Lifetime Wealth Portfolios
    • My Background
    • Advanced Planning Resources
  • Products & Services
    • For Professional Advisors
    • Business Solutions
    • Helping to Build & Preserve Wealth
    • Our Products
    • Our Services
  • Resources
    • Calculators
    • Articles
    • Videos
    • Life Stages
  • Account Access
    • NYL Online Account
    • NYLIFE Securities
    • MainStay Mutual Funds
    • Eagle Strategies
  • Contact Us
Disclosure

Daniel Lindblad is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in select jurisdictions. Insurance products and services may be offered only in jurisdictions where the agent is properly licensed. State license numbers shown where specifically required. Additional jurisdictions available upon request.
Daniel Lindblad (AR Insurance License #1905336) (CA Insurance License #0B35938).

As a New York Life Agent, Daniel Lindblad is licensed and authorized to offer insurance in California and Arkansas, but LINDBLAD FINANCIAL GROUP may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

Daniel Lindblad is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 10225 W Thunderbird Blvd Ste B, Sun City, AZ 85351, 623-583-5940. Securities products and services are offered only in jurisdictions where the registered representative is properly registered.

Daniel Lindblad is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company. Advisory services are offered only in jurisdictions where the financial adviser and Eagle Strategies LLC are properly registered.

LINDBLAD FINANCIAL GROUP is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither LINDBLAD FINANCIAL GROUP nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

This website is intended for informational purposes only. Insurance, securities, and advisory products and services are available only in jurisdictions where the applicable representative and entity are properly licensed and registered. No offers may be made or accepted outside those jurisdictions.

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