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Morgan Hill

Daniel Newquist

CFP®, AIF

Wealth Advisor

New Office Coming Soon!

Daniel Newquist

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Daniel Newquist

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional
  • AIF – Accredited Investment Fiduciary®

About Daniel

Daniel brings a broad range of experience to client relationships, including portfolio design, risk management, charitable giving, family wealth transfer, personal and small business retirement plans, and retirement income planning.

Dan is a member of the Financial Planning Association; past member and past director of the Rotary Club of Morgan Hill, where he was active in the Rotary youth Interact programs; and past president of the Charter School of Morgan Hill Foundation Board. He was raised in Morgan Hill, California, where he resides with his wife, Tracy, and their two children, Blake and Jordyn.

Education and Professional Milestones

-University of California at Davis and California State University at Chico - studied biology and business

-Was a principal and senior wealth advisor at RNP Advisory Services, playing a key role in mentoring junior advisors and interns

-Served on RNP’s Investment Committee, the body responsible for developing and maintaining investment portfolio strategies and platform

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