Daniel joined Baker Street in 2019 where he supports the Client Service Team in the areas of financial planning and investment advisory services.
Daniel relocated to San Francisco from Seattle where he spent 5 years working for a boutique RIA that focused on advising small businesses and their owners on various planning techniques. He graduated cum laude from Pepperdine University in 2013, where he received his B.A. in Business Administration. Additionally, he received his CFP Designation in 2018.