Team

Insights

Daniel Spector-Franson, CFP®

Associate Financial Advisor

About Daniel

Daniel joined Summitry in 2022 as an Associate Financial Advisor. He provides advisory and planning support to the firm’s advisors to create comprehensive financial plans for our clients.

Prior to joining Summitry, Daniel worked as a Financial Planner at a firm in San Ramon, CA. While there, he created comprehensive financial plans for clients, co-managed investment plans for foundations, and worked with ERISA retirement plans in the Bay Area.

Daniel is originally from South Bend, Indiana and moved to the Bay Area in 2010. He lived on the Peninsula for 11 years before moving to San Ramon in 2021 with his wife and daughter. He loves basketball, cooking, going on adventures, and spending time with family.

Q & A

What drew me to the Bay Area?

Family, weather, and opportunity. The Bay Area is innovative and I enjoy the opportunity to work with like-minded, intelligent people, which is what inspired me to move out here. The weather is also important to me since I grew up in northern Indiana and the winters can drag on for months.
If you volunteer for a charity, which one(s) and why?

Boys & Girls Club of the Peninsula and Hidden Villa. I believe that access and empowerment are important for children and families.
Share a personal accomplishment that you're particularly proud of.

In particular, I am proud of passing the CFP exam. I transitioned into the industry in 2019 and invested countless evenings and weekends to achieve this goal. The support of my family was immeasurable during this time (which stretched through wedding planning, the pandemic, and many of life's challenges).