Daniel joined GoldBook Financial in September 2023 as a Financial Services Professional.
Knowledge is the key to a successful financial future. His background, experience and commitment to providing his clients with the resources needed to make financial decisions, and help make their financial future as successful as you need it to be. Daniel pride’s himself in getting to know each client so that he can understand their individual needs and what matters most to them. This allows Daniel to recommend products and strategies designed to meet their current, and more importantly, future needs.
Daniel graduated in May 2022 with a bachelor’s degree in business administration with a concentration in Finance from the California State University of Fullerton. Daniel also earned his associate degree in business administration with honors, science & mathematics with honors, social sciences with honors and arts & human expression from Fullerton College.
During his free time, Daniel enjoys hiking and running.
Daniel is Life, Accident and Health licensed.
CA Insurance License #4309224