Daniel Gomes, Mba, Cfp® Email & Phone Number

Daniel Gomes, Mba, Cfp® is a Financial Planner at CAVU Wealth Management. He possess expertise in certified financial planner, series 66, series 24, series 7, general securities principal and 25 more skills.

Listed skills include Certified Financial Planner, Series 66, Series 24, Series 7, and 26 others.

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  Financial Planner

  Cavu Wealth Management

  Nov 2014 - Present - Greater San Diego Area

  Dan brings the ethics, leadership and commitment developed while in service to his country to the financial industry; these attributes allow him to assist clients in their financial needs and critical life decisions. Dan believes that financial plans are developed through personal relationships fostered by trust, mutual respect, transparency and understanding. People are unique as are their financial situation and goals; each financial plan must be tailored to fit and updated over time as one’s life changes. This is accomplished by taking the time and effort to gather critical information and providing clear, easily understood explanations of financial concepts, quality financial products and services available. These guiding principals are applied to businesses as well, from Sole Proprietorships to Corporations, Dan enjoys helping business owners maximize their employer sponsored retirement plans. Dan was the Director of a Financial Services firm prior to joining CAVU Wealth Management. Dan is an active member of the Financial Planning Association of San Diego and multiple Non-Profit Boards.Information provided is from sources believed to be reliable however we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy. When you link to a 3rd party website you are leaving our site and assume total responsibility for your use at these sites.Advisory services offered through CAVU Wealth Management, a registered investment advisor. State Registrations: CA,GA,ID,IA.