Our approach to bringing order to the many threads of our clients’ lives, businesses and financial concerns starts with a financial plan. This is where Dan, as a senior financial planning consultant, does his work, developing and refining comprehensive strategies to help clients meet challenges like market volatility, estate and tax planning, family wealth and major events.
Dan knows that details matter, so he gives each facet of our clients’ lives due consideration and focus, relying on the institution-grade planning resources, as well as the collective experience of our collaborative team.
In the end, Dan believes, the right plan is comprehensive, clearly communicated and quiets some of the complexity in our clients’ lives.
“Even the most sophisticated strategies should be explainable, clearly and transparently. No jargon or confusion – just honest, tailored advice that makes sense to our clients and their situations.”
– Daniel Herraiz
A foundational approach
Dan and the Harring Private Wealth Partners of Raymond James team approach planning from a simplicity-first point of view. This means first seeking familiar strategies to serve clients’ long-term goals before looking to more specialized opportunities to address more nuanced goals.
Outside the office
Originally from Miami, Dan attended college in Tallahassee at Florida State University and now lives in Seminole with his wife, Lauren, and four children. He enjoys boating and fishing with his family, creating memories, unplugging from the digital world and finding connection as a family and with nature. He also enjoys pushing outside his comfort zone by skydiving, parasailing, scuba diving and go-karting. He encourages his children to also find excitement, and as a family seeks out thrill rides and rollercoasters.
Q+A with Dan
What’s a book you keep at the center of the bookcase so people ask about it?
I keep “I Love Capitalism!” by Ken Lagone right at the center of my bookcase so it naturally sparks conversation. Langone’s journey – from working-class roots to co-founding a major home improvement store and becoming a billionaire – is the kind of rags-to-riches story that fascinates people. It reflects my admiration for ambition, hustle, and entrepreneurship, qualities I value both in my clients and in life.
What’s the book you love but push back on the bottom row?
“Good to Great: Why Some Companies Make the Leap... and Others Don't,” by Jim C. Collins is a book I deeply respect for its insights into what separates good companies from truly great ones.
However, I’ve pushed it to the bottom shelf because, while its principles were highly relevant at the time, the rapid introduction of AI, technology, and shifting market dynamics means that some of its ideas need to be reexamined in today’s context. The pace of change demands greater agility, innovation, and adaptation than the book’s more traditional frameworks might suggest.
Do you complete crosswords in pencil or ink?
Ink. More often than not, my kids have lost the pencil sharpener.
What’s your favorite movie genre?
Before kids, adventure. With a house of majority women, romantic comedies. #girldadplusoneson
What’s your go-to comfort movie?
The Pursuit of Happyness
What are your interior design north stars?
Functional design. Creating spaces that work well for daily life, accommodate the family activities, and make everyday routines easier and more comfortable.
Hire a guy or DIY?
That’s a hilarious question because I truly love DIY. It’s satisfying completing a project and getting my hands dirty. But with limited time these days, I’ve slowly been converted to “hire a guy or girl.” It’s the reality of a busy life.
What’s your definition of success?
Knowing that I helped provide the foundation for my kids to navigate life confidently.
You host your ideal dinner party. How many forks are at each place setting?
One fork. We’re getting BBQ, corn on the cob and smoked fish dip. Arguably, no forks because we’ll be picking off the cutting board.