About
Daniel
As a Senior Manager of Advisory Leadership Team, Daniel manages Associate Wealth Advisors, working with them to establish goals for career growth. In his role, he is motivated by his ability to make a direct impact on many associate wealth advisors, and in turn, the clients they work with directly.
Daniel enjoys being part of a collaborative environment of passionate, academically driven colleagues fundamentally dedicated to doing the right thing for clients.
Prior to joining Focus Partners, Daniel served as an investment advisor representative and portfolio analyst at Madrona Financial Services, where his focus was assessing client retirement needs and developing a plan to help them achieve their goals. Daniel also served as an analyst on the investment committee and was an integral part of firm-wide strategic business development campaigns.
Daniel earned a B.A. in economics from the University of California, Irvine. He and his wife, Whitney, live with their sons, James and Oliver, in Orange County.
As a Senior Manager of Advisory Leadership Team, Daniel manages Associate Wealth Advisors, working with them to establish goals for career growth. In his role, he is motivated by his ability to make a direct impact on many associate wealth advisors, and in turn, the clients they work with directly.
Daniel enjoys being part of a collaborative environment of passionate, academically driven colleagues fundamentally dedicated to doing the right thing for clients.
Prior to joining Focus Partners, Daniel served as an investment advisor representative and portfolio analyst at Madrona Financial Services, where his focus was assessing client retirement needs and developing a plan to help them achieve their goals. Daniel also served as an analyst on the investment committee and was an integral part of firm-wide strategic business development campaigns.
Daniel earned a B.A. in economics from the University of California, Irvine. He and his wife, Whitney, live with their sons, James and Oliver, in Orange County.