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Biography

Daniel is a Senior Associate Wealth Planner in Cerity Partners’ Redwood City office. He is a member of the Wealth Management team, supporting clients with comprehensive financial planning, wealth management, tax planning coordination, and investment planning. Daniel is committed to delivering thoughtful, objective advice and helping clients make informed financial decisions aligned with their long-term goals.

Prior to joining Cerity Partners, Daniel served as an Associate Wealth Advisor at DWR Wealth Management, where he worked with individuals, families, and business owners on comprehensive financial planning, investment management, retirement planning, tax planning, and estate planning strategies. He also gained experience in public accounting, assisting clients with complex tax matters and financial reporting.

In his spare time, Daniel enjoys spending time with family and friends, playing golf, CrossFit, snowboarding, and following college football.

Learn more about my practice.

Education

  • Master of Science in Financial Planning, Golden Gate University
  • Bachelor of Science in Finance and Economics, Grand Canyon University

Highlights

  • CERTIFIED FINANCIAL PLANNER® (CFP®)
  • Chartered Financial Consultant® (ChFC®)
  • Accredited Asset Management Specialist® (AAMS®)
  • Series 65 Licensed Investment Adviser Representative

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