As a wealth advisor Daniel partners with individuals, families and small businesses to help provide financial guidance that enables clients to achieve their life goals and build meaningful legacies. He enjoys working with dynamic and diverse people and watching them achieve the goals they have set for themselves.
In college Daniel was fascinated with how investing worked and understanding the world of finance. As he began his career, he developed a deeper appreciation for how much help people needed with their finances and planning for the future. He finds it tremendously rewarding to be able to make a difference in the lives of so many people. For Daniel, one of the best parts of the day is meeting with clients and learning about their hobbies and interests and discovering how comprehensive planning can help enhance the lives of his clients and their families.
Daniel was as a wealth advisor at RNP Advisory before the firm joined Buckingham Strategic Wealth in 2020. Prior to that, he was an investment specialist and branch manager at Charles Schwab & Co., Inc. He received his bachelor of science in finance from San Diego State University.
Daniel serves as the treasurer of the Los Gatos Networking Group. In his time away from the office Daniel, his wife and their daughter like family outings to the park or beach; a picnic makes it even better. He also enjoys cooking something yummy in the kitchen or grilling outside and sharing it with family and friends.