Daniel is a CERTIFIED FINANCIAL PLANNER™ professional with two and half decades of experience in the financial services industry. As a wealth management professional, he is known for having a great vision in helping individuals, families, business owners, and entrepreneurs develop the path toward achieving their unique future. He graduated Magna Cum Laude with a B.S. degree in Finance, Real Estate, and Law from Cal Poly Pomona. He previously served on the Board of Directors of the Orange County Financial Planning Association.His experience suggests that clients who engage in a comprehensive wealth management experience feel highly empowered by their financial decisions and ability to adjust to life’s changes. He believes everyone can benefit from visualizing their goals in life and creating a plan on how to get there. Daniel also works with clients to design, implement and monitor all aspects of their portfolios and possesses critical expertise in estate and taxation planning. Daniel's leadership style is about bringing people and teams together. He believes in collaborative processes which encourage participation across all clients, teams, and related professionals. Knowing your resources can be more important than knowing the answer at times. While business can be serious, it does not mean it can't be fun, and it certainly should be rewarding for all involved. Daniel was born in Ohio and raised in Colorado, where he developed a love for the outdoors and a passion for skiing. He is a former volunteer ski patroller and avid mountain biker. You can also find him on the field coaching youth sports and pouring back into the next generation the energy his coaches once put into him. Reno, Nevada is home for him and his family where they love the great outdoor lifestyle offered by the surrounding area.