Daniel has been working in the financial services industry since 1998 and became a CERTIFIED FINANCIAL PLANNER™ professional in 2004. He focuses on financial planning and wealth management for individuals and families.
Daniel is committed to an independent and personalized approach to helping his clients. He believes the best way to do this is through a holistic financial planning process that considers every aspect of a client's financial life. The first step in this process is to fully understand his client's specific financial goals and objectives. Once those are determined he works with them to develop an appropriate strategy that includes asset allocation, investment selection, risk management, income planning, budgeting and insurance analysis. After the strategy is implemented Daniel will conduct regular reviews for his clients to help ensure that the plan is monitored and kept on target with their goals.
Public Administration -
University of Central Florida
08/23/1993 -12/12/1997
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