Daniel launched his career in finance in 2000 as a corporate financial planner and analyst at Clorox. In 2013, he shifted into personal financial planning with Northwestern Mutual. In his current position as a senior financial planner with the Wealth Enhancement Group, Daniel helps his clients navigate complex financial decisions, focusing on tailored strategies for long-term success. His experience in investment management and data-driven financial planning enables him to deliver customized strategies that meet clients' unique needs and empowers them empowers them toward achieving their financial goals with confidence and stability.

Daniel and his wife have three daughters and live in Livermore, California. When he’s not in the office, he enjoys gardening/landscaping and cooking. He is an active member and volunteer at his local Catholic church, Saint Charles Borromeo Catholic Community of Livermore.