About
Daniel
Daniel partners with individuals, families, and small businesses to help provide financial guidance that enables clients to achieve their life goals and build meaningful legacies. He enjoys working with dynamic and diverse people and watching them achieve the goals they have set for themselves.
For Daniel, one of the best parts of the day is meeting with clients and learning about their hobbies and interests and discovering how comprehensive planning can help enhance the lives of his clients and their families.
Daniel serves as the treasurer of the Los Gatos Networking Group. In his time away from the office, Daniel, his wife, and their daughter like family outings to the park or beach; a picnic makes it even better. He also enjoys cooking something yummy in the kitchen or grilling outside and sharing it with family and friends.
Education and Professional Milestones
-San Diego State University - Bachelor of Science in finance
-Was an investment specialist and branch manager at Charles Schwab & Co. Inc.
Daniel partners with individuals, families, and small businesses to help provide financial guidance that enables clients to achieve their life goals and build meaningful legacies. He enjoys working with dynamic and diverse people and watching them achieve the goals they have set for themselves.
For Daniel, one of the best parts of the day is meeting with clients and learning about their hobbies and interests and discovering how comprehensive planning can help enhance the lives of his clients and their families.
Daniel serves as the treasurer of the Los Gatos Networking Group. In his time away from the office, Daniel, his wife, and their daughter like family outings to the park or beach; a picnic makes it even better. He also enjoys cooking something yummy in the kitchen or grilling outside and sharing it with family and friends.
Education and Professional Milestones
-San Diego State University - Bachelor of Science in finance
-Was an investment specialist and branch manager at Charles Schwab & Co. Inc.