Managing Partner
Current
Jan 2023 - Present
AeroLeads people directory · profile
Daniel Zundel Email & Phone Number
Managing Partner
at
Coign Capital Advisors
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 100%
Current company
Role
Managing Partner
Location
Pleasant Grove, Utah, United States
Company size
Who is Daniel Zundel? Overview
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Quick answer
Daniel Zundel is listed as Managing Partner at Coign Capital Advisors, a with 10 employees, based in Pleasant Grove, Utah, United States. AeroLeads shows a matched LinkedIn profile for Daniel Zundel.
Daniel Zundel previously worked as Private Wealth Advisor at Coign Capital Advisors and Planning Analyst at Coign Capital Advisors. Daniel Zundel holds Bachelor Of Science, Finance from Brigham Young University Marriott School Of Business.
Company email context
Email format at Coign Capital Advisors
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Coign Capital Advisors
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Profile bio
About Daniel Zundel
I am a private wealth advisor working with the team at Coign Capital Advisors, LLC. My goal is to provide my clients with top level personal service, knowledgeable advice, and a trusted support to successfully navigate life's financial storms. Please let me know any way that I can be of service to you.I currently live in Provo, Utah with my beautiful wife Kitzia. When I'm not working, we enjoy traveling, riding bikes, and doing puzzles together. I will read any book you put under my nose and am always looking for an occasion to go snowboarding or golfing.
Listed skills include Microsoft Excel, Finance, Wealth Management, Retirement Income Strategies, and 1 others.
Current workplace
Daniel Zundel's current company
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Coign Capital Advisors
3 roles
Daniel Zundel work experience
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Team & coworkers
Colleagues at Coign Capital Advisors
Other employees you can reach at coigncapital.com. View company contacts for 10 employees →
RH
Ryan Howes
Colleague at Coign Capital AdvisorsSouth Jordan, Utah, United States
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HS
Heather Syrett
Colleague at Coign Capital AdvisorsDraper, Utah, United States
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KB
Kyler Brooksby
Colleague at Coign Capital AdvisorsEagle Mountain, Utah, United States
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MB
M. Brandon Riley, Cfp®, Crpc
Colleague at Coign Capital AdvisorsSouth Jordan, Utah, United States
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AL
Adam Lefler
Colleague at Coign Capital AdvisorsDraper, Utah, United States
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AS
Allison Sudbury
Colleague at Coign Capital AdvisorsSalt Lake City, Utah, United States
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RP
Robert P. Welch
Colleague at Coign Capital AdvisorsSandy, Utah, United States
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Ryan Howes
Colleague at Coign Capital AdvisorsSouth Jordan, Utah, United States
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HS
Heather Syrett
Colleague at Coign Capital AdvisorsDraper, Utah, United States
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KB
Kyler Brooksby
Colleague at Coign Capital AdvisorsEagle Mountain, Utah, United States
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MB
M. Brandon Riley, Cfp®, Crpc
Colleague at Coign Capital AdvisorsSouth Jordan, Utah, United States
View →
AL
Adam Lefler
Colleague at Coign Capital AdvisorsDraper, Utah, United States
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AS
Allison Sudbury
Colleague at Coign Capital AdvisorsSalt Lake City, Utah, United States
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RP
Robert P. Welch
Colleague at Coign Capital AdvisorsSandy, Utah, United States
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2 education records
Daniel Zundel education
Bachelor Of Science, Finance
Bachelor’S Degree, Finance, Junior
FAQ
Frequently asked questions about Daniel Zundel
Quick answers generated from the profile data available on this page.
What company does Daniel Zundel work for?
Daniel Zundel works for Coign Capital Advisors.
What is Daniel Zundel's role at Coign Capital Advisors?
Daniel Zundel is listed as Managing Partner at Coign Capital Advisors.
Where is Daniel Zundel based?
Daniel Zundel is based in Pleasant Grove, Utah, United States while working with Coign Capital Advisors.
What companies has Daniel Zundel worked for?
Daniel Zundel has worked for Coign Capital Advisors.
Who are Daniel Zundel's colleagues at Coign Capital Advisors?
Daniel Zundel's colleagues at Coign Capital Advisors include Ryan Howes, Heather Syrett, Kyler Brooksby, M. Brandon Riley, Cfp®, Crpc, and Adam Lefler.
How can I contact Daniel Zundel?
You can use AeroLeads to view verified contact signals for Daniel Zundel at Coign Capital Advisors, including work email, phone, and LinkedIn data when available.
What schools did Daniel Zundel attend?
Daniel Zundel holds Bachelor Of Science, Finance from Brigham Young University Marriott School Of Business.
What skills is Daniel Zundel known for?
Daniel Zundel is listed with skills including Microsoft Excel, Finance, Wealth Management, Retirement Income Strategies, and Investment Research.
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