About Daniel
As an associate wealth advisor, Daniel works with his advisory team to analyze clients’ situations, provide guidance and present structured financial plans to help them achieve their goals. Daniel focuses on ongoing portfolio construction analysis and wealth planning analysis for clients, keeping a watchful eye to ensure plans stay relevant as changes occur over their lives. He finds it rewarding to see the joy clients feel when they achieve their most important goals, and he takes pride in his fiduciary commitment to do what is in his clients’ best interests.
Prior to joining Buckingham Strategic Wealth, Daniel served as an investment advisor representative at Lighthouse Financial Network, where his focus was assessing client retirement needs and developing a plan to help them achieve their goals.
Daniel is a graduate of Long Island University, C.W. Post Campus, where he earned a bachelor’s in accounting in 2017.
Before starting in the financial industry, Daniel played professional baseball in the Los Angeles Dodgers organization. Born and raised on Long Island, Daniel resides in Sayville, New York, with his wife. Outside of work, he enjoys spending time with family, playing golf and finding every excuse to make it to a baseball game.
As an associate wealth advisor, Daniel works with his advisory team to analyze clients’ situations, provide guidance and present structured financial plans to help them achieve their goals. Daniel focuses on ongoing portfolio construction analysis and wealth planning analysis for clients, keeping a watchful eye to ensure plans stay relevant as changes occur over their lives. He finds it rewarding to see the joy clients feel when they achieve their most important goals, and he takes pride in his fiduciary commitment to do what is in his clients’ best interests.
Prior to joining Buckingham Strategic Wealth, Daniel served as an investment advisor representative at Lighthouse Financial Network, where his focus was assessing client retirement needs and developing a plan to help them achieve their goals.
Daniel is a graduate of Long Island University, C.W. Post Campus, where he earned a bachelor’s in accounting in 2017.
Before starting in the financial industry, Daniel played professional baseball in the Los Angeles Dodgers organization. Born and raised on Long Island, Daniel resides in Sayville, New York, with his wife. Outside of work, he enjoys spending time with family, playing golf and finding every excuse to make it to a baseball game.