• Daniel A. Cape, CFP®, AAMS®

    Financial Advisor

Daniel Cape joined Cape Financial Group as a Financial Advisor in 2017. During his time in the office, he primarily:

  • Works with clients to identify and prioritize financial goals
  • Develops personalized retirement strategies
  • Creates plans to maximize wealth transfers
  • Conducts investment research and co-manages Cape Financial Group’s investment portfolios

Daniel holds a Bachelor of Science in Mechanical Engineering from Cedarville University in Cedarville, Ohio. After graduating and working in Cincinnati for 2 years, he returned to Green Bay to join his father, Frank Cape, as a Financial Advisor at Cape Financial Group. Daniel has furthered his education by obtaining the Accredited Asset Management Specialist designation and most recently, the Certified Financial Planner™ certification.

Daniel has been married to his lovely wife, Christa, for 5 years and together they have a daughter, Elise. Outside of the office, Daniel enjoys playing piano, traveling, officiated soccer matches, disc golfing, golfing, and hiking.

Daniel is a member of the Northeast Wisconsin Estate Planning Council and is on the board of the Center for Childhood Safety. He is also an active member in his church where he serves as a life group leader, on the worship team, and the finance committee.

Credentials and Educational Highlights

  • CERTIFIED FINANCIAL PLANNER™ (2021)
  • Accredited Asset Management Specialist (2018)
  • General Securities Sales Supervisor (Series 9 and 10)
  • Life, Health, and Annuity insurance licenses
  • Bachelor of Science in Mechanical Engineering, Cedarville University

920.272.2273
daniel.cape@raymondjames.com

*Raymond James Financial Services is not affiliated with and does not endorse the Northeast Wisconsin Estate Planning Council.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.