884 Eastlake Pkwy, Suite 1619
Chula Vista, CA 91914
Eastlake, Imperial Beach, National City, Telegraph Canyon, Terra Nova
State registration: CA and TX
CA Ins Lic #0E84078
Daniel has over 12 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 Northridge, and is a San Diego native who enjoys spending time at the beach and mountains with his wife and son.