Bio
Daniel is an accomplished advisor known for cultivating relationships built on trust and a deep understanding of clients’ goals. Daniel’s passion extends beyond advising; he actively shares his financial planning techniques, emphasizing education in the process. He joined Maslow in 2022.
Daniel holds a Master of Business Administration with a concentration in finance from Binghamton University. He earned his Bachelor of Arts in Spanish Language and Literature from the same school.
Daniel is a Certified Financial Planner and a Chartered Financial Analyst.
Outside the financial realm, Daniel enjoys exploring diverse cuisines through cooking, hiking around the world, and unwinding at the movie theater. He volunteers his time addressing food insecurity and communities experiencing homelessness.
I want clients to know I am their teammate, not just their advisor. I’ll always strive to be of service in any way I can.
Q&A
Spend money on what makes you happy. Younger folks are often told to focus on savings at the expense of consumption. While building your savings muscle is important before it’s too late, it’s just as important to build your spending muscle. I enjoy travel, exercise, and eating well. After covering life’s essentials, funding my retirement plan adequately, and saving a little bit extra, I make sure to enjoy those things.
I see myself as an educator and communicator first. I was drawn to this work because I noticed how many people found personal finance confusing or intimidating, through no fault of their own. The best moments of my work are collaborative–sitting down with clients and helping them realize their goals are achievable with the tools we have available. When I guide a client to a sound investment plan, or illustrate how they can comfortably afford to spend more on what they love, that’s when I feel motivated.
Marine Biology
