Daniel Weitz, Cfp®, Cfa Email & Phone Number

I joined Simon Quick in 2011. By way of background, I began my career in 2007 as a portfolio analyst for a multibillion dollar wealth management firm. After spending some time in the industry I left to pursue graduate school and was fortunate to join Simon Quick shortly thereafter.I was attracted to Simon Quick because I believe in the mission of the founding partners, Les Quick and Peter Simon, who set out to create a firm that was truly client centric. As a Client Advisor, my goal is to provide unbiased and objective advice that serves my clients’ best interests. I guide clients through all aspects of financial planning and investment management to help them achieve their long-term goals and objectives.I believe Simon Quick is a special place to work. There is a strong sense of community and our culture promotes teamwork and collaboration. I’m proud to be building my career with Simon Quick because I believe the firm truly appreciates its clients and offers many avenues for personal and professional development to its employees.

Listed skills include Financial Planning, Wealth Management, Portfolio Management, Investments, and 4 others.