My Story

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
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
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The Moxley Kremer Group at Morgan Stanley

We believe our team’s success is due in no small part to the real, measurable effort we put into getting to know our clients and developing abiding relationships that stand the test of time.
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We Offer You:
• DIVERSITY of gender, culture, age, and life experiences, allowing us to offer a range of ”out of the box” perspectives and high quality ideas to your unique situation

• CUSTOM solutions through a lens of independent thinking to help you reach your goals, with flexibility as situations evolve

• FAMILY-like connections often spanning multiple generations with emotional intelligence and sensitivity

• TEAM of experienced advisors with a high likelihood that you find affinity and engagement -- all located in downtown San Francisco

• TRANSPARENT, two-way communication via in-person meetings, phone calls and 24/7 account access through Morgan Stanley Online and MS Mobile

We would be happy to discuss further,

William Morthel, Vivian Kremer, Mike Moxley, Heather Moen-Bell and Daniel Gallisá

Our Client-Centric Process

We are passionate about problem solving, and our diverse team brings a wealth of perspectives and life experiences which help us sort through our clients’ complex financial lives. Our clients recognize this and depend on us to guide them through critical events.

A disciplined approach helps us help you retain focus on the end-goal of family financial health during times of market volatility or life changing events, whether planned or unexpected. Our client engagement is driven by your unique needs and interests.
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Let us help you!

Daniel Gallisá

Location

101 California St 23rd
Fl
San Francisco, CA 94111
US
Direct:
(415) 693-6009(415) 693-6009
Fax:
(415) 870-2070(415) 870-2070

Meet My Team

About William Morthel

Securities Agent: AK, NY, FL, UT, TX, DE, AZ, VA, NC, MD, MI, MT, KY, DC, ME, CA, NJ, MN, CO, NM, WA, PA, MA, IL, ID, GA, CT, OR, NV, OH; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

About Vivian Kremer

Securities Agent: UT, IL, NM, NJ, TN, OR, NV, NC, FL, AZ, OH, CA, MA, GA, DE, AK, WI, CT, MD, VA, TX, MT, KY, WA, PA, NY, MN, ME, ID, DC, CO, MI; General Securities Representative; Investment Advisor Representative
CA Insurance License #: 0C48209

About Mike Moxley

NMLS#: 1274681
CA Insurance License #: 0A78003
Ready to start a conversation? Contact Daniel Gallisá today.
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3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

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4Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.

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5The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.

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Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.

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The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

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CRC 6491812 (04/2024)