Associate Wealth Advisor
As an associate wealth advisor, Daniel works with clients through Buckingham’s Irvine office to help them confidently achieve a more secure financial future for themselves and their families. This is executed by crafting a thoughtful plan that gives clients the best odds of reaching their most important goals, regardless of what happens in the financial markets day-to-day or week-to-week. Daniel focuses on ongoing portfolio construction analysis and wealth planning analysis for clients, keeping a watchful eye to ensure plans stay relevant as changes occur over the course of clients’ lives.
Daniel enjoys being part of a collaborative environment of passionate, academically driven colleagues fundamentally dedicated to doing the right thing for clients.
Prior to joining Buckingham Strategic Wealth, Daniel served as an investment advisor representative and portfolio analyst at Madrona Financial Services, where his focus was assessing client retirement needs and developing a plan to help them achieve their goals. Daniel also served as an analyst on the investment committee and was an integral part of firm-wide strategic business development campaigns.
Daniel earned a B.A. in economics from the University of California, Irvine. He and his wife, Whitney, live with their son, James, in Orange County.