North County Coastal

294 N El Camino Real
Encinitas, CA 92024

Communities served:
Bressi Ranch, Carlsbad, Del Mar, Encinitas, Solana Beach

CA Insurance License number: 0E84078

Daniel has over 19 years of experience working in the investment services industry. During his time as a Financial Advisor, he has worked closely with clients on financial strategies such as retirement planning, portfolio management, asset protection, and wealth transfer. His passion is to help individuals and families to define their investment objectives and develop customized financial plans toward achieving identified goals.

Daniel earned his degree in Finance from California State University Northridge and is a San Diego native who enjoys spending time at the beach and mountains with his wife and son.