Daniel Barnard, Aams Email and Phone Number
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Daniel is an experienced entrepreneur, business owner, investor, podcast host (CapitalFit, "what is your wealth, without your health?") professional investment (former) advisor for 27 years managing over $100M, C-Suite advisor, advisor to start-ups, business development officer, real estate investor, former VRBO owner/manager, corporate finance, investor relations, results driven business growth strategist and relationship manager, Arizona licensed insurance agent since 1995, helping retirees and entrepreneurs navigate their golden years and exit, active father of three amazing young productive adults, AZ Wildcat graduate and current ASU student. Lives by the mantra: do better each day, never give up, give back to those in need, be authentic, have integrity and a strong mindset. Schedule an appointment here: https://www.Calendly.com/Capitalfit, email me at dan@capitalfit.us or call 602.692.6069.Core Competencies: Scaling Startups I Retire With Dignity & Lifetime Income | Think Big | MedTech | SAAS |Transparency | Connector | Corporate Finance Capital | Protect Revenue | Business Development | Leadership | Fractional C-Level Advisor | Wealth Management | Private Equity | MedTech | Qualified Opportunity Zones I Risk Mitigation | Podcast Host | Health-nut
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Podcast Host For Capital FitCapitalfitScottsdale, Az, Us
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Chief Executive OfficerCapitalfit May 2023 - PresentBusiness consulting services, marketing,sales, podcast show and a platform bringing great minds together through a curated referral network, connecting professionals and projects, elevating innovative health and wellness technologies, artificial intelligence applications, and unique sustainable international and domestic real estate projects
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PresidentBarnard Wealth Management Inc An Arizona Corporation Apr 1997 - PresentBusiness consulting, life insurance and estate planning solutions for high net worth business owners, advisory and fractional C-Suite advisor, scaling your company, growth capital solutions
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Chief Relationships Officer, Registered Representative And IarFinancial Architects Inc. Jun 2021 - May 2023Identify clients in need of tax mitigation services. Guide clients through our tax mitigation process. Organize business development events on Linkedin, Zoom and live in-person events. Help identify profitable investors, entrepreneurs, dentists, who have had a recent liquidity and share the firm's highly sought after tax mitigation strategies. I also identify/refer clients to the firm's wealth management team. Recently opened a Scottsdale office for the firm (based in Pasadena, CA). Securities offered by Cabin Securities, Member SIPC/FINRA, Cabin Advisors
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Financial Advisor & Investment Advisor RepresentativeBerthel Fisher Companies Jun 2008 - Nov 2018Cedar Rapids, Iowa, UsA top ranked, family and advisor/owner boutique financial services firm located in Iowa that supports a diverse array of investment specialties and products to meet the investment and retirement planning needs of consumers. Managed financial assets for 195 families and a branch office, responsible for 1,925 accounts and $52M in assets and assets held away. Firm was made up of four advisors, one full-time staff and registered assistant and one part-time staff. Clients were located in 27 states and the team advised in areas of managed money solutions using the Yale Endowment Model, alternative investments, private placements, individual stocks, insurance and annuity solutions, mutual funds, tactical money managers, DST 1031 exchanges, tax strategies, estate planning and settlement, separately managed accounts and consolidated reporting. Earned the firm’s coveted President's Club award for ten straight years, a recognition earned by the top 10% of the firm's advisors. Sold the practice and retired from retail financial services. -
Financial AdvisorPacific Southwest Financial And Capital Analysts Jun 1998 - Jun 2008One of the first holistic financial planning broker-dealers and insurance advisory firms in the country.Built-up a client base by referral over ten years, opened a branch office, and serviced over 100 families in the areas of financial planning, insurance planning, education funding solutions, brokerage account management. Recipient of the firm’s Eagle Award awarded to the top 10% of the firm's advisors
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Special AgentPrudential Financial May 1994 - Jun 1995Newark, New Jersey, UsA Global 500 and Fortune 500 company whose subsidiaries provide insurance, investment management, and other financial products and services throughout the United States and in more than 40 different countries.Helped clients with insurance products, financial planning, and college savings plans. -
Assistant ManagerJmb Realty Group Aug 1990 - May 1994Frisco, Tx, UsA real estate investment company.Assistant Manager in San Francisco, San Jose, and Phoenix. Managed commercial office buildings and involved in all aspects of property management. Graduated from a management trainee program and moved into an assistant manager position.Core Competencies: Credit Card Fees | Transparency | Turnkey Solution | Seamless Compliance | Merchant Service Providers | Surcharge | Credit Card Processing Fees | Protect Revenue | Cloud | FinTech | Data | Media | E-commerce | Cash Discounts | Convenience Fees | Credit Card Fees | Transactions Fees | Profit Recovery | SaaS
Daniel Barnard, Aams Skills
Daniel Barnard, Aams Education Details
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Iowa State University - Ivy College Of BusinessGeneral Business -
Continuing Education For The Financial Services IndustryAnnual Changes In The Tax And Legal Code
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College For Financial PlanningInvestments And Securities
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Jmb Real Estate Company, Chicago, IlCommecial Real Estate Management
Frequently Asked Questions about Daniel Barnard, Aams
What company does Daniel Barnard, Aams work for?
Daniel Barnard, Aams works for Capitalfit
What is Daniel Barnard, Aams's role at the current company?
Daniel Barnard, Aams's current role is Podcast Host for Capital Fit.
What is Daniel Barnard, Aams's email address?
Daniel Barnard, Aams's email address is da****@****.com.br
What is Daniel Barnard, Aams's direct phone number?
Daniel Barnard, Aams's direct phone number is +148062*****
What schools did Daniel Barnard, Aams attend?
Daniel Barnard, Aams attended Iowa State University - Ivy College Of Business, Continuing Education For The Financial Services Industry, College For Financial Planning, Jmb Real Estate Company, Chicago, Il.
What skills is Daniel Barnard, Aams known for?
Daniel Barnard, Aams has skills like Public Speaking, Personal Financial Planning, Corporate Venture Capital, Reading Financial Statements, Data Analysis, Personal House Budgeting Specialist, New Business Procurement, Customer Relationship Management, Small Business Financial Management, Retirement Benefits.
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