About Daniel
Daniel Carnes is an investment analyst and financial planner at ElderAdo Financial with industry experience on the advanced trading desk at Charles Schwab. He is enthusiastic about market trends and investment analysis. At Elderado Financial, he assists in selecting what investments best meet our clients’ needs. Daniel has a Bachelor’s of Science in Computer Information Technology from Southern New Hampshire University. He enjoys grilling, online gaming, listening to music, soccer, and spending time with his wife and son.
Areas of focus
Credentials & background
Licenses
Education
Southern New Hampshire University
Clients served
Regulatory
- Advisor CRD #6921500
- Firm CRD #112908
The firm
ElderAdo Financial, Inc. is a wealth management and financial planning firm located in Montrose, Colorado. As a trusted fiduciary and fee-only financial planning firm, we work passionately to help families in our community and surrounding areas manage and preserve their assets. By encouraging families to communicate their values, our financial advisors are able to walk alongside them to achieve their goals and to make an impact.
1100 S Townsend Ave, Montrose, CO 81401$237.2M assets under management