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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Daniel is a Managing Partner at BlackPoint Capital Partners. He specializes in comprehensive financial planning, investment management, and retirement strategies for individuals and businesses. He takes pride in helping clients navigate complex financial landscapes, empowering them to make informed decisions for long-term success. As a CFP® professional, he upholds the highest ethical standards while serving as a fiduciary for his clients. Daniel holds a Bachelor of Arts degree in Chinese and Government from Hamilton College, as well as a Certificate in Financial Planning from NYU.
At BlackPoint...
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