Daniel Weiler (CRD# 2315966) is an Investment Advisor Representative working at Riverpath Investments LLC in Folsom, CA and has over 31 years of experience in the finance industry. Daniel Weiler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Riverpath Investments LLC | Folsom, CA | Mar 2015 - Current | 9 |
| Storehouse Financial, LLC | Folsom, CA | Feb 2008 - Dec 2020 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1993 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1999 |
- CA
- TX
-
Total Assets Under Management255MILLIONS
-
Total Number of Accounts206ACCOUNTS
-
Average Account Value$1,239,598
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, TX
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