Daniel is a Financial Advisor at Summitry. He primarily works with the Private Client Group, providing advisory and comprehensive planning to the firm’s clients. Daniel is a CERTIFIED FINANCIAL PLANNER™ professional.
Prior to joining Summitry, Daniel earned a Bachelor of Arts in Spanish and Latin American Studies from Indiana University, and completed the Executive Program in Financial Planning at Santa Clara University. He 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 and currently resides in San Ramon, where he has been since 2021, with his wife and daughter. Daniel enjoys basketball, cooking, going on adventures, and spending time with family.
