Who is Daniel Gallisá?
- I joined the Moxley Kremer Team in 2010. As a Certified Financial Planner™ and Family Wealth Advisor, I am focused on providing comprehensive financial planning solutions to clients and helping with multi-generational wealth management and legacy concerns. I enjoy asking clients those targeted questions (with a smile) that can help organize a complex financial picture, evaluate priorities and help strategize and manage for successful goals and outcomes.
- Originally an east coaster who was born in Puerto Rico, grew up in Connecticut, graduated from Harvard, and worked in New York City, I am getting close to the 25-year mark of calling San Francisco “home.” I live in the Outer Parkside neighborhood of San Francisco with my wife Kitty and our sons Oscar and Félix. An avid choral singer, I am also an aspiring-to-be-avid cyclist, and an incredibly deft avoider of random LEGO pieces strewn on the floor.
Services Include
- Financial Planning
- Retirement Planning
- Estate Planning Strategies
- Wealth Management
- Sustainable Investing
Securities Agent: MN, GA, DE, CA, AZ, WA, OR, FL, ME, MD, IL, CO, NY, CT, VA, MA, KY, ID, DC, TX, NJ, OH, NV, MT, AK, UT, NC, PA, NM; General Securities Representative; Investment Advisor Representative
NMLS#: 1264980
CA Insurance License #: 0G94548