FULL BIOGRAPHY
Daniel is a dedicated finance professional with experience at Bank of America, Wells Fargo, and Guerra Wealth Advisors. He earned his Bachelor’s degree in Finance from University of South Florida and holds FINRA licenses, the FPQP® designation, and a Florida Life & Annuity license.
Daniel is passionate about helping others work toward their financial goals while building genuine relationships along the way. He values taking the time to understand each client’s unique situation and helping provide guidance throughout important financial decisions.
Outside of work, Daniel enjoys traveling, playing soccer, and reading. He is committed to continuous growth both personally and professionally and takes pride in creating meaningful connections with the people he serves.