As a Financial Planner Daniel knows first-hand how time consuming and challenging it can be handling your own finances. Daniel graduated from Florida Atlantic University and for over a decade, he has helped hundreds of clients achieve their goals on their path to financial security. Daniel works one on one with his clients to understand their current situation and create a personalized plan to get them to their desired future. His expertise includes wealth management, Investments, risk-based planning (Life insurance, Disability & Long-Term Care), tax mitigation strategies, retirement planning, estate planning, education funding and business planning. As a first-generation Venezuelan American, Daniel is fluent in English and Spanish. Daniel has participated over the years with multiple charitable organizations including Alex Lemonade Stand Foundation for Childhood Cancer, Proyecto America and Place of Hope. Whether you are looking to lay down a solid financial foundation or preserve your legacy, Daniel will guide you through each step so you'll feel confident that you can do the things you've always wanted to—without having to worry if you can.