A member of the Wealthwise team since college, Daniel has seen firsthand the impact sound financial planning can have on people’s lives. He’s witnessed the information gap that can lead people down the path to financial failure. Daniel sees his role as helping to put clients on a path to achieve financial stability, clarity, and confidence.
As a student-athlete at Pace University, where he played quarterback for the Setters for four years, Daniel understands the discipline it takes to achieve the American dream of financial freedom. A fully certified Financial Advisor, licensed for both insurance and investments, he’s currently working toward a Certified Financial Planner designation.
Daniel is newly married and volunteers his time for local high school and youth football programs.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.