Daniel Mosseri,
CFP®
Financial Advisor
Daniel graduated from the University of Georgia in 2010 with a Bachelor of Science degree in Financial Planning and is a proud alumnus of the Chamber of Commerce "LEAD Athens" program. He has lived in the Classic City for over a decade, serving as an active community member through, among other roles, his position as Athens Area Homeless Shelter Treasurer and Rotary Club member.
Daniel is deeply committed to helping people achieve their financial goals. As a CERTIFIED FINANCIAL PLANNER™ professional, he has the training and expertise to guide his clients in building, managing, preserving, and transitioning their wealth. Daniel believes that connecting with people is one of the great pleasures of his position as a financial professional, and he builds close relationships with every client. Each relationship begins by listening and understanding a client's current situation, their past experiences, and their goals. Daniel then works collaboratively with his clients to develop and execute a financial planning strategy that works for them.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
