Daniel started Morgan Stanley as a Wealth Advisor Associate where he worked with many different Morgan Stanley Advisors throughout Orange County, where he focused on financial planning. During this role he worked with may different families to create holistic financial plans to help meet their life goals. As your Financial Advisor, he knows the importance of truly knowing his clients in order to keep them on course toward their most important life goals.
As your Financial Advisor, he can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Daniel graduated from the University of San Diego with a bachelor's degree in Business Administration with a Finance and Real Estate major. At the University of San Diego, Daniel was the founder and president of the USD Investment Club. Daniel currently resides in Dana Point, CA and enjoys fishing, snowboarding, cooking, and trying out new restaurants. Daniel's favorite thing is to meet new people and discovering new experiences.
Services Include
- Wealth Management
- Retirement Planning
- Cash Management and Lending ProductsFootnote3
- Professional Portfolio Management
- 401(k) Rollovers
- Alternative Investments
- Structured Products
- Estate Planning Strategies
Securities Agent: NM, ID, CO, UT, OK, NC, MT, MI, DC, NY, GA, WY, MS, MN, MD, MA, IN, AZ, FL, DE, CA, WI, WA, SC, OR, NJ, MO, CT, AK, TX, TN, OH, LA, IL, IA, HI, VA, PA, AR, ME, NV, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 2474428
CA Insurance License #: 4301938