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 objective 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, 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.
Daniel and his wife Cheryl live in Fishhawk with their son and daughter. He enjoys spending quality time with his family and the occasional golfing or fishing outing.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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CFP ® Certification: The Standard of Excellence
Only a select group of planners have met the rigorous education, examination, experience and ethics requirements set forth by the Certified Financial Planner Board of Standards, necessary to call themselves a CERTIFIED FINANCIAL PLANNER™ professional. CFP® certification is a symbol of an advisor’s knowledge and credibility among his or her peers, and indicates the advisor’s status as a qualified, trustworthy financial planner.