12340 El Camino Real Ste 300
San Diego, CA
Daniel specializes in equity trading, comprehensive financial planning, life insurance, and wealth management for individuals, families, and business owners. Daniel, together with Richard, serves more than $90 million in brokerage and advisory assets*, has over 7 years of experience in the financial services industry, and has a strong background of working with international clients.
Daniel began his career in finance with Wells Fargo, where he would spend over 5 years and served as Assistant Vice President and Regional Private Banker. Before entering the financial services industry, he did biomedical research with the National Institutes of Health, Veteran’s Administration, and the University of California San Diego.
Daniel is originally from Mexico City and is fluent in Spanish. He earned his Bachelor’s degree in Economics from the University of California San Diego. Daniel lives in Mission Valley with his wife, Grace, and their Shih Tzu. They don’t have any kids yet, but negotiations are still active. Daniel enjoys cooking, is a big foodie, Francophile, loves fine wine, history and traveling.
*As of June 2018.
Daniel is a Registered Representative with, and securities are offered through, LPL Financial. Member FINRA/SIPC.