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Daniel works closely with clients structuring investment strategies and financial plans designed to enhance their personal financial goals. His experience at a large wealth management institution prior to joining Karp Capital coupled with his background on the client service and onboarding team bolster his ability to provide a straightforward and strategic experience for clients.

Daniel earned his bachelor’s degree from UC Berkeley in Environmental Economics and Policy and holds a Series 65 license. He loves watching the Golden State Warriors, savoring the Bay Area culinary landscape, and dominating the local cycling, tennis, and water polo scenes.