In February 2018, Daniel formed Synthesis Wealth Planning LLC with three other advisors. He provides various financial planning services, including portfolio management and investments, life and long-term care protection, retirement planning, estate and estate tax planning, and college costs planning. Daniel specializes in working with corporate executives, doctors, pre-retirees & retirees, and same-sex couples. Daniel provides solutions appropriate for each client's unique, individual needs using state-of-the-art, innovative planning techniques.Being part of the LGBTQ+ community, Dan gets tremendous satisfaction from helping the people who allowed him to grow, made him feel safe, and gave him inspiration. Dan wanted to provide sage advice and planning for couples who are celebrated, not judged, and are looking for an advisor who understands their needs. Although he works extensively with the community, Dan works with clients from all walks of life.Dan has acquired his life and health insurance licenses and the Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law Exam) licenses. He became a CERTIFIED FINANCIAL PLANNER™ certificate holder in 2008 and an Accredited Domestic Partnership Advisor™ in 2012. Dan, as well as the other advisors at Synthesis Wealth Planning, believe they are stronger together because they have industry strengths that offer clients an exceptional experience, which includes every piece of the financial planning process and its execution.Daniel is an avid skier and enjoys travel, languages, theater, live music, scuba diving, and cooking. He also serves as a special advisor to Big Apple Performing Arts, home of the NYC Gay Men's Chorus.