He was named a Top 40 Financial Advisor Under 40 by Investment News and Forbes Best-in-State Wealth Advisor 2022. 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.Īs 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. 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. 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. Daniel is a Southern California native, originally from Fullerton in Orange County.
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