Daniel Short Email & Phone Number

I have worked with the Short Wealth Management Group (SWMG), since 2014. Collectively, our team has over 55 years of experience in servicing the needs of affluent families, retiring professionals, and successful business owners. Our team successfully assists clients in managing all aspects of their wealth planning needs, through both good and often challenging market conditions.With a well-defined wealth management process, backed by theglobal resources of UBS, I focus on financial planning, retirement planning, banking & lending, and portfolio construction. Accompanied by my senior partner, my team and I deliver customized investment solutions tailored to each of our valued clients' needs and goals.I pride myself on developing strong ongoing relationships with each client; understanding their needs, so my team and I can provide financial guidance as life situations change. Such areas include transition of wealth, home purchases, retirement, College Savings, and strategic lending.Growing up in Thousand Oaks, Ca. I earned a Bachelor of Science Degree in Business Administration from California Lutheran University, graduating Magna Cum Laude with an emphasis and Departmental Distinction in Finance. I currently hold the Series 7, 66, Long Term Care, Life, Accident and Health Insurance licenses. I continue ongoing training and education to provide the latest knowledge and expertise.Currently, I volunteer with the Hospice of the Conejo, and am a member of the Community Funding Review Committee for the city of Thousand Oaks. My community involvement extends with the American Cancer Society and Rolling Thunder (a non-profit organization which honors our US Armed forces, firefighters, and law enforcement officers). In my spare time, I pursue my passion for Health and Fitness, and athletic training./*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Listed skills include Financial Planning, Investment Portfolio Analysis, and Retirement Planning.

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  California Lutheran University

  Finance Emphasis