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Daniel Smyth, Cfp®, Cpwa® Email & Phone Number

Lead Advisor at North Berkeley Wealth Management
Location: Berkeley, California, United States 7 work roles 4 schools
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Current company
North Berkeley Wealth Management
Role
Lead Advisor
Location
Berkeley, California, United States
Company size
11 employees

Who is Daniel Smyth, Cfp®, Cpwa®? Overview

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Daniel Smyth, Cfp®, Cpwa® is listed as Lead Advisor at North Berkeley Wealth Management, a with 11 employees, based in Berkeley, California, United States. AeroLeads shows a matched LinkedIn profile for Daniel Smyth, Cfp®, Cpwa®.

Daniel Smyth, Cfp®, Cpwa® previously worked as Associate Advisor at North Berkeley Wealth Management and Senior Account Executive at Puritan Financial Companies, Inc.. Daniel Smyth, Cfp®, Cpwa® studied at Yale School Of Management.

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Email format at North Berkeley Wealth Management

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North Berkeley Wealth Management

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Profile bio

About Daniel Smyth, Cfp®, Cpwa®

Financial decisions are present throughout our daily lives. They impact our lives in significant ways and yet a vast majority of us have not learned how to manage investments, or how the details of our financial lives come together to work in harmony. Even families who do feel confident in these areas often do not have the time to monitor global markets while balancing other obligations and pursuits. As part of an advisory team providing comprehensive financial planning, I help clients articulate their goals and create unique dynamic plans that are tailored to their specific situations. I strive to be a resource for my clients as well as my community, empowering a generation of financially savvy individuals. I believe that financial literacy is a large part of building long-term wealth and strong communities. It is my life’s work to educate and empower my generation to make well informed financial decisions. If I can help you or someone you know, please let me know.

Current workplace

Daniel Smyth, Cfp®, Cpwa®'s current company

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North Berkeley Wealth Management
North Berkeley Wealth Management
Lead Advisor
berkeley, california, united states
Website
northberkeleywealth.com
Employees
11
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7 roles

Daniel Smyth, Cfp®, Cpwa® work experience

A career timeline built from the work history available for this profile.

Associate Advisor

North Berkeley Wealth Management

Berkeley, California

North Berkeley Wealth Management provides comprehensive financial planning and investment management. Our mission is to help our clients feel comfortable and confident with the financial decisions that they make in connection with their life goals.We provide complete financial planning and values driven investment management to help socially minded individuals and families meet their personal and professional goals. We guide our clients in making smart choices around their investments and financial decisions that have a positive impact for them, their families and their communities.North Berkeley is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where North Berkeley and its representatives are properly licensed or exempt from licensure.

Jun 2017 - Jul 2021

Client Relationship Intern

Litman Gregory

Orinda

Mar 2015 - Sep 2015

Athletics Event Manager

Saint Mary'S College Of California

Moraga

- Worked closely with both the Associate Athletic Director for External Relations and the Director of Equipment & Event Management at Saint Mary’s College to organize Basketball, Baseball, Soccer, Softball, and Volleyball events. - Met with referees, broadcasters, media personnel, pro scouts and opposing team coaches and players as they arrived, to ensure that they had everything they would need and access to our facilities while they were our guests. - Managed club level and suite areas during athletic events. - Managed parking lots during the CIF Northern Section high school championships held annually at the college.

Sep 2011 - Aug 2014
Team & coworkers

Colleagues at North Berkeley Wealth Management

Other employees you can reach at northberkeleywealth.com. View company contacts for 11 employees →

JR Jena Regan, Cfp® Jena Regan, Cfp® Colleague at North Berkeley Wealth ManagementGreater Seattle Area, United States View → SW Sam Wood-Bednarz, Cfp® Sam Wood-Bednarz, Cfp® Colleague at North Berkeley Wealth ManagementBerkeley, California, United States View → DN Dan Nakahara Dan Nakahara Colleague at North Berkeley Wealth ManagementSan Francisco Bay Area, United States View → JS Jim Sertich Jim Sertich Colleague at North Berkeley Wealth ManagementSan Francisco, California, United States View → KC Katherine Campbell King, Cfp® (She/Her) Katherine Campbell King, Cfp® (She/Her) Colleague at North Berkeley Wealth ManagementBerkeley, California, United States View → BK Brian Kozel, Cfp® Brian Kozel, Cfp® Colleague at North Berkeley Wealth ManagementSan Francisco Bay Area, United States View → SS Shabana Shah Shabana Shah Colleague at North Berkeley Wealth ManagementOakland, California, United States View →
4 education records

Daniel Smyth, Cfp®, Cpwa® education

High School

New Roads School
FAQ

Frequently asked questions about Daniel Smyth, Cfp®, Cpwa®

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

What company does Daniel Smyth, Cfp®, Cpwa® work for?

Daniel Smyth, Cfp®, Cpwa® works for North Berkeley Wealth Management.

What is Daniel Smyth, Cfp®, Cpwa®'s role at North Berkeley Wealth Management?

Daniel Smyth, Cfp®, Cpwa® is listed as Lead Advisor at North Berkeley Wealth Management.

Where is Daniel Smyth, Cfp®, Cpwa® based?

Daniel Smyth, Cfp®, Cpwa® is based in Berkeley, California, United States while working with North Berkeley Wealth Management.

What companies has Daniel Smyth, Cfp®, Cpwa® worked for?

Daniel Smyth, Cfp®, Cpwa® has worked for North Berkeley Wealth Management, Puritan Financial Companies, Inc., Litman Gregory, and Saint Mary'S College Of California.

Who are Daniel Smyth, Cfp®, Cpwa®'s colleagues at North Berkeley Wealth Management?

Daniel Smyth, Cfp®, Cpwa®'s colleagues at North Berkeley Wealth Management include Jena Regan, Cfp®, Sam Wood-Bednarz, Cfp®, Dan Nakahara, Jim Sertich, and Katherine Campbell King, Cfp® (She/Her).

How can I contact Daniel Smyth, Cfp®, Cpwa®?

You can use AeroLeads to view verified contact signals for Daniel Smyth, Cfp®, Cpwa® at North Berkeley Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Daniel Smyth, Cfp®, Cpwa® attend?

Daniel Smyth, Cfp®, Cpwa® studied at Yale School Of Management.

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