Daniel Boulware
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Daniel Boulware Email & Phone Number

Financial Advisor at The Society for Financial Awareness
Location: United States, United States, United States 2 work roles
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✓ Verified Jun 2026 2 data sources Profile completeness 86%

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Current company
The Society for Financial Awareness
Role
Financial Advisor
Location
United States, United States, United States
Company size
68 employees

Who is Daniel Boulware? Overview

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Quick answer

Daniel Boulware is listed as Financial Advisor at The Society for Financial Awareness, a company with 68 employees, based in United States, United States, United States. AeroLeads shows a matched LinkedIn profile for Daniel Boulware.

Daniel Boulware previously worked as Financial Education Speaker at The Society For Financial Awareness and Financial Advisor at Platinum Wealth Management Llc.

Company email context

Email format at The Society for Financial Awareness

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The Society for Financial Awareness

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Profile bio

About Daniel Boulware

Daniel Boulware is a Financial Advisor at The Society for Financial Awareness. He possess expertise in mutual funds, customer service, public speaking, retirement planning, leadership and 1 more skills.

Listed skills include Mutual Funds, Customer Service, Public Speaking, Retirement Planning, and 2 others.

Current workplace

Daniel Boulware's current company

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The Society for Financial Awareness
The Society For Financial Awareness
Financial Advisor
san diego, california, united states
Website
sofausa.org
Employees
68
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2 roles

Daniel Boulware work experience

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Financial Education Speaker

Current
The Society For Financial Awareness
  • The Society for Financial Awareness is a 501(c)(3) non-profit public benefit corporation comprised of professionals across the nation that provide services to their communities. One of the ways SOFA gives back is by.
  • Provide workshops/lunch and learns at no cost, and give people feelings of confidence and empowerment to learn key financial concepts.
  • Provide free workshops on financial topics that satisfy ERISA (DOL) 404(c) requirements.
May 2019 - Present

Financial Advisor

Current
Platinum Wealth Management Llc

8050 N. Palm Ave Suite #300 Fresno, CA 93730

  • Committed to maintaining the highest standards of integrity and professionalism in my relationship with my clients. Endeavor to know and understand my clients' financial situation and provide only the highest quality.
  • Investment management using Stocks, Bonds and Mutual Funds
  • IRA Rollovers
  • Retirement strategies
  • Estate conservation
  • Insurance and annuity products
Jan 2013 - Present
Team & coworkers

Colleagues at The Society for Financial Awareness

Other employees you can reach at sofausa.org. View company contacts for 68 employees →

AM Agnes Medina Agnes Medina Colleague at The Society For Financial AwarenessUnited States, United States View → KP Keshia Prioleau Keshia Prioleau Colleague at The Society For Financial AwarenessWashington DC-Baltimore Area, United States View → GW Gregory W. Lawrence Cfp® Gregory W. Lawrence Cfp® Colleague at The Society For Financial AwarenessEstero, Florida, United States, United States View → DT David Topor David Topor Colleague at The Society For Financial AwarenessMaryville, Tennessee, United States, United States View → DT David Tauzin David Tauzin Colleague at The Society For Financial AwarenessHouma, Louisiana, United States, United States View → NR Nicole Rice Nicole Rice Colleague at The Society For Financial AwarenessSan Diego, California, United States, United States View → CG Chandler Graham Chandler Graham Colleague at The Society For Financial AwarenessOklahoma City, Oklahoma, United States, United States View → CC Chase Chambers Chase Chambers Colleague at The Society For Financial AwarenessSan Diego, California, United States, United States View → BM Brittany Meyer Brittany Meyer Colleague at The Society For Financial AwarenessSan Diego County, California, United States, United States View → CC C. Christine Onyiah C. Christine Onyiah Colleague at The Society For Financial AwarenessBryn Mawr, Pennsylvania, United States, United States View →
FAQ

Frequently asked questions about Daniel Boulware

Quick answers generated from the profile data available on this page.

What company does Daniel Boulware work for?

Daniel Boulware works for The Society for Financial Awareness.

What is Daniel Boulware's role at The Society for Financial Awareness?

Daniel Boulware is listed as Financial Advisor at The Society for Financial Awareness.

Where is Daniel Boulware based?

Daniel Boulware is based in United States, United States, United States while working with The Society for Financial Awareness.

What companies has Daniel Boulware worked for?

Daniel Boulware has worked for The Society For Financial Awareness and Platinum Wealth Management Llc.

Who are Daniel Boulware's colleagues at The Society for Financial Awareness?

Daniel Boulware's colleagues at The Society for Financial Awareness include Agnes Medina, Keshia Prioleau, Gregory W. Lawrence Cfp®, David Topor, and David Tauzin.

How can I contact Daniel Boulware?

You can use AeroLeads to view verified contact signals for Daniel Boulware at The Society for Financial Awareness, including work email, phone, and LinkedIn data when available.

What skills is Daniel Boulware known for?

Daniel Boulware is listed with skills including Mutual Funds, Customer Service, Public Speaking, Retirement Planning, Leadership, and Management.

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