3366 N. Torrey Pines Ct., Suite 314
La Jolla, CA
Daniel believes that financial planning and comprehensive wealth management are of utmost importance so you can enjoy the experiences that life is really about. Daniel is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) who works with individuals and families to help them clearly lay out the path they want to follow towards achieving financial peace of mind. Through a high level of attention to client needs, Daniel has built strong and long-lasting relationships with clients who actively refer friends and family. Daniel’s CFP® designation has given him the tools necessary to craft comprehensive plans and to stay informed of the different needs that come with planning for life’s stages.
Daniel was a pre-med student and conducted biomedical research with the National Institutes of Health and Veteran’s Administration. He ultimately found his passion and holds a bachelor’s degree in Economics from the University of California San Diego. Daniel has over 10 years of experience in the financial services industry, beginning with Wells Fargo and progressing to private practice through LPL Financial, ultimately co-founding Guardtower Financial Services. Daniel is originally from Mexico City but has been a San Diegan and Padres fan most of his life. He currently lives in Mission Valley with his wife, Grace, a baby on the way, and their two Shih Tzus. Daniel is a big foodie who enjoys cooking, loves fine wine, is passionate about history and traveling.