Meet the Team

We may not be smarter than others, but we can always work the hardest. This has been my approach towards work for coming close to a decade. I am confident that my experience accumulated over the years will benefit them in one way or another.

Dedicated to impacting lives in the marketplace. I have personally served over a 1000 lives for more than a decade. If you have need in life, be it in your career, finances or life decisions, feel free to hit me up :)

Filled with passion for the financial industry, Daniel accumulated 8 years of experience in both banking & financial planning. He currently leads a team of mid career switchers in their renewed career taking care of client’s financial wellness.

Coming 8 years in the industry, I believe it's important to transfer the knowledge of financial literacy to as many young advisors as possible, so they can continue to assist more people to achieve their financial goals in life.

I am meticulous in my approach towards financial planning, and confident in the value I can provide. My promise to them is that I'll be there in time of crisis and every phase of their lives.

I treasure every moment I have with my clients and teammates as we do not only protect lives , we change lives as well.

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