Daniel has been in the financial Services industry for over 15 years and has lived and worked in the UK, Malta, Spain, Italy, Cape Verde and the USA, having worked in many facets of the sector.
Living in and commuting to the US for the past 10 years he spends his time helping US and UK connected clients in key areas of financial advisory services including investments, retirement planning, risk management. As such he has a well-rounded understanding of different areas of financial planning and designing solutions to help clients reach their needs and objectives.
Daniel holds a Series 65 investment advisory representative license and is a licensed agent offering access to life insurance solutions through Amerity Financial, LLC.
To stay at the forefront of the ever-changing financial landscape, he continues to invest time and effort in professional development and is currently studying for the retirement Income Certified Professional (RICP) designation. Additionally, he actively engages in seminars, workshops, and conferences, striving to stay updated on the latest trends and best practices.
