Co-Founder, W Financial Advisors
Daniel is the Co-Founder of W Financial Advisors and has been practicing since 2009. He is currently Series 6, 7, 63, 65 Registered and has his Life, Accident, and Health Insurance licenses.
Daniel holds the CHARTERED RETIREMENT PLANNING COUNSELOR CRPC® and the CERTIFIED IN SOCIAL SECURITY CLAIMING STRATEGIES CSSCS® designations.
Affiliations/Awards:
2023, 2022, 2021, 2020, 2019, and 2018 Philadelphia Five Star Wealth Manager Award Winner*
JCC Kaiserman Board of Directors 2021-Present
Philadelphia JCC Maccabi Sports Hall of Fame Committee Member 2022-Present
JCC Maccabi Games: Volunteer Coach: 2010 – Present
Philadelphia JBN
Syracuse Alumni Club
Education:
Daniel received his Bachelor of Science degrees in Finance (FIN) and Entrepreneurship & Emerging Enterprises (EEE) from The Martin J. Whitman School of Management at Syracuse University.
While at Syracuse University Daniel participated in a number of extracurricular activities:
Syracuse Varsity Football Team (Place Kicker)
Syracuse Varsity Track and Field Team (Competed in the 200m, 400m, 400 Hurdles, and the 4×400 Relay Team)
Captain of the Syracuse Men’s Club Soccer Team
Program Leader and Director of a community service program called, “Balancing the Books,” which provided mentorship to inner-city students
Awards & acknowledgments earned at Syracuse University:
Chancellor’s Award for Public Engagement & Scholarship
University Chancellors Scholar
University Merit Scholar
Member of the Whitman School of Management Dean’s List
Member of the National Scholars Honors Society
