Daniel is passionate about problem-solving. He believes everyone has money problems, no matter how much money they have. It is his mission to help all of his clients achieve complete financial independence so they live a life free of money-worries. To achieve this, Daniel remains on the cutting edge of quantitative investment strategies, portfolio management options and financial research.
Daniel enjoys serving entrepreneurs and feels a special bond with them. He understands the financial complexities associated with entrepreneurship, particularly regarding tax strategies and wealth preservation. Entrepreneurs find a listening ear, a keen mind and the voice of experience when interacting with Daniel.
Daniel is committed to building comprehensive financial plans for his clients, Each client receives a customized plan, tailored to their financial concerns and goals. As a precursor to building these plans, Daniel invests the necessary time and energy to come to understand his clients deeply. His discovery process is thorough, inquisitive and centered around what matters to his clients.
Awarded Chart Market Technician Designation in 2006
Wealth Advisor, Strait & Sound, LLC (April 2022 – Present)
CEO, Pair Lending LLC (September 2016 – Present)
CIO, GPS Capital Management, LLC (September 2005 – Present)
CEO, Onvest LLC (September 2015 – Present)
Schwab & Co. Inc. (July 1995 – August 2005)
Financial Analysis at Golden Gate University, San Francisco, USA
Bachelor of Science, Finance at San Francisco State University, San Francisco, USA
RIA – Registered Investment Advisor
CTA – Registered Commodities Trading Advisor
CMT – Charter Market Technician