Daniel graduated from Florida Atlantic University and for over a decade, he has helped his clients achieve their goals on their path to financial security. Daniel works one on one with his clients to understand their current situation and create a personalized plan to get them to their desired future. His expertise includes risk-based planning (Life insurance, Disability & Long Term Care), wealth management, tax mitigation strategies, retirement planning, estate planning, education funding, and business planning. Daniels passion for working with medical professionals cemented itself as his wife went through medical school and became a doctor. Upon seeing some of the concerns and challenges physicians are faced with, his focus on helping this community only grew. As a first-generation Venezuelan American who grew up in South Florida, Daniel is fluent in English and Spanish. Daniel has participated over the years with multiple charitable organizations including Alex Lemonade Stand Foundation for Childhood Cancer, Proyecto America and Place of Hope.