Michael Daniels
About Michael Daniels
Michael Daniels is an Associate Director and Wealth Planner with certifications in CFP, AWMA, and CEPA.
Michael Daniels Associate Director Wealth Planner
Michael Daniels holds the position of Associate Director, Wealth Planner. In his role, he is responsible for providing comprehensive financial planning services. His expertise includes developing and implementing strategies to help clients achieve their financial goals. He also offers advice on a range of financial matters, including investment planning, retirement planning, and estate planning.
Michael Daniels CFP Certification
Michael Daniels is a Certified Financial Planner (CFP). This certification signifies his commitment to the highest standards of competency, ethics, and professionalism in financial planning. As a CFP, he is qualified to assist clients with creating practical financial plans, advising on investments, and ensuring his clients' financial wellness.
Michael Daniels AWMA Designation
Michael Daniels holds the Accredited Wealth Management Advisor (AWMA) designation. This designation ensures that he is proficient in wealth management strategies. With AWMA credentials, he is equipped to provide specialized advice in areas such as asset management, investment strategies, and financial planning to high-net-worth individuals and families.
Michael Daniels CEPA Certification
Michael Daniels is a Certified Exit Planning Advisor (CEPA). This certification highlights his expertise in exit planning for business owners. As a CEPA, he helps clients plan and execute successful exit strategies, ensuring they maximize the value of their business and achieve their financial objectives upon exiting.