After working on a bond trading desk, I figured out rather quickly that success, for me, is not only measured in financial terms, but in doing the right thing and helping others.
I became a financial advisor because I wanted to make a meaningful difference in people’s lives. From an early age, I saw the impact that sage advice could have on people’s lives: my father, a former financial advisor, started his career by helping middle-class families qualify for financial aid to help pay for their children’s college education. With his guidance, parents no longer had to make the decision of whether or not to allow their children to go to college because of cost, but rather had to help choose which one to go to.
Being part of the LGBTQ+ community, I get tremendous satisfaction out of helping the people who allowed me to grow, made me feel safe, and gave me inspiration. I wanted to provide sage advice and planning for couples who are celebrated, not judged, and are looking for an advisor who understands their needs. Although I work extensively with the community, I work with clients from all walks of life.
This speaks to why we formed Synthesis Wealth Planning: because we knew there were better solutions for our clients. We are stronger together because we have industry strengths that offer our clients an exceptional experience that includes every piece of the financial planning process and execution. While serving the unique needs of our clients, we recognized that they all share common values and ultimately the desire and confidence to know they are on the right path.
Daniel is a CERTIFIED FINANCIAL PLANNER™ and Accredited Domestic Partnership AdvisorSM professional with Synthesis Wealth Planning LLC.
With over 12 years of advisory experience, Daniel has a reputation among his clients for solving complex problems and making financial planning issues clear and easy to understand. He also has unique expertise in helping unmarried, committed couples to understand the legal and financial advantages and disadvantages of marriage.
Each client receives hours of individual attention before a plan is proposed and Daniel has all the requisite licenses to work with his clients in implementing their plans. His clients often find that, after working with Daniel, they feel relieved and comfortable, having moved forward with their financial planning, simplifying their finances, and enjoying peace of mind about their financial future.
Daniel is a Registered Representative of Kestra Investment Services, Member FINRA/SIPC, and an Investment Advisor Representative of Kestra Advisory Services, Inc., a SEC Registered Investment Advisor.
In his free time, Daniel enjoys skiing, biking, hiking, cooking, traveling abroad, going to theater, and spending time with his dog, Mikko.