Daniel has been working in the financial services industry since 1998 and became a CERTIFIED FINANCIAL PLANNER™ professional in 2004. He focuses on financial planning and wealth management for individuals and families.
Daniel is committed to an independent and personalized approach to helping his clients. He believes the best way to do this is through a holistic financial planning process that considers every aspect of a client's financial life. The first step in this process is to fully understand his client's specific financial goals and objectives. Once those are determined he works with them to develop an appropriate strategy that includes asset allocation, investment selection, risk management, income planning, budgeting and insurance analysis. After the strategy is implemented Daniel will conduct regular reviews for his clients to help ensure that the plan is monitored and kept on target with their goals.
DWF Wealth Management is an independent financial services firm dedicated to assisting clients with their greatest financial concerns. We offer comprehensive investment management and financial strategies, coupled with professional advice and recommendations. Our utmost goal is to provide customized strategies that can grow with our clients throughout the many milestones in life. We take pride in knowing that we have helped young professionals, growing families, and retirees pursue their financial dreams.
We partner with LPL Financial and IHT Wealth Management to offer services and platforms that we believe will best serve the needs of our clients.
General Information |
| Firm Start Year: | 1989 | |
| Insurance License#: | D045585 |
| Number of Years with Current Firm: | 12 |
| Work with the following types of clients: | Businesses, Individual Investors |
| Advisory Services Provided: | Financial Planning for Businesses, Financial Advice & Consulting, Financial Planning for Individuals, Risk Management, Money Management, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management |
Services |
| Investment Types: | Mutual Funds, Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks, Bonds, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Your Home, Our Office, Phone, Your Office, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Variable Life, Long Term Care, Variable Annuity, Life, Annuity |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $250,000 |
| Compensation Methods: | Commissions, Based on Assets |
Education |
| Public Administration | University of Central Florida 08/23/1993-12/12/1997 |
Disclosures |
|
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
Disclaimer |
| Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and DWF Wealth Management are separate entities from LPL Financial. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. |
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 6:00 PM |
| Tue. | 9:00 AM - 6:00 PM |
| Wed. | 9:00 AM - 6:00 PM |
| Thu. | 9:00 AM - 6:00 PM |
| Fri. | 9:00 AM - 6:00 PM |
| Tampa | Clearwater |
| St. Petersburg | Brandon |
| Valrico | Riverview |
| FishHawk | Plant City |
| Appollo Beach | Ruskin |
| Sun City Center | New Tampa |
| Wesley Chapel | Lutz |
 |
 |
 |
 |