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Daniel is dedicated to helping clients develop financial and investment strategies that align with their goals, needs, and risk tolerance. His mission is to provide every client at Channel View Wealth Advisors with comprehensive financial advice and portfolio management ideas with the utmost care and integrity. In his role as Vice President, he strives to help clients understand the eMoney® Planning Process to work towards their life goals.
A graduate of California Lutheran University, Daniel holds the Series 7, Series 66, and insurance registrations.
Daniel lives in Thousand Oaks, CA. Outside of work, he enjoys family time, reviewing movies, going to new restaurants, and rooting for the Los Angeles Dodgers, Oregon Ducks, and Denver Broncos.
California Insurance License #4321338. Resident State: CA.
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