About Daniel
As a Financial Advisor, my goal is to help my clients make the most of their financial lives. From retirement planning to wealth preservation to education savings for children or grandchildren, I can help you develop and implement smart financial and investment strategies around your goals and needs... [One thing I want my clients to know about me is:] I pride myself in offering an excellent level of service to my clients and always putting their interests first.
Areas of focus
Credentials & background
Licenses
Series 66Series 63SIESeries 7
Education
BS in Financial Economics Southern Methodist University (2000)
Clients served
Business Owners1st Generation AmericansDentistsEntrepreneursRetireesWealthy FamiliesTeachers
Registered in
Arizona, California, Colorado, Florida, Georgia, Hawaii, Illinois, Louisiana, Massachusetts, Missouri, Montana, Nevada, New Mexico, Tennessee, Texas, Utah, Washington, Wyoming
Regulatory
The firm
Wells Fargo Advisors