Daniel is a Southern California native, originally from Fullerton in Orange County. A graduate of Whittier College with a History and Political Science degree, Daniel began his career in Geneva, Switzerland working for the United Nations High Commissioner for Refugees. Starting in September 2001, he worked as a wealth manager for Edward Jones Investments and, in 2005, founded his first investment management company, Redwood Investments. From Redwood Investments’ success grew the Golden State family of companies; firms built to empower fellow advisors through supported independence, asset management, and practice ownership.

As well as acting as the personal Chief Financial Officer for successful families across the country, he serves as Chief Executive Officer of Golden State and has over 20 years of industry experience. He was recently named a Top 40 Financial Advisor Under 40 by Investment News and Forbes Best-in-State Wealth Advisor 2022. He is a private pilot with a master’s degree in Theology, and lives with his wife Jennifer and their four children on a family farm near Cody, Wyoming.

InvestmentNews’ 40 Under 40 nominations of advisers and associated professionals are evaluated based on: accomplishment to date, contribution to the industry, leadership and promise. Forbes nominations of wealth advisors are evaluated based on: assets under management, compliance records, industry experience and approach to working with clients.

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