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CA Insurance License #4255466
As a Financial Planner, Daniel services the financial needs of individuals and businesses while looking to build long-term relationships. He collaborates with his clients to determine their financial goals and navigates through each of the 6 areas of financial planning to help get them there. Starting with their current financial position, they dive into protection planning, investment planning, tax planning, retirement planning, and estate planning. When the analysis is complete, Daniel can identify solutions for specific needs or build and implement a financial plan that can help put them in the best position to succeed.
“I am committed to building long-term relationships with my clients. Helping them reach their financial goals is my number one priority.”
I am licensed and registered to offer products and services in NY. Licenses will vary.
Domiciled in NY.