Daniel Spector-Franson, CFP
About Daniel Spector-Franson, CFP
Daniel Spector-Franson is a Certified Financial Planner (CFP) based in San Ramon, California, with a background in creating comprehensive financial plans and managing investment plans for foundations.
Daniel Spector-Franson, CFP - Financial Advisor
Daniel Spector-Franson is a Certified Financial Planner (CFP) originally from South Bend, Indiana. As a financial advisor, he has extensive experience in creating comprehensive financial plans, co-managing investment plans for foundations, and working with ERISA retirement plans. His professional journey brought him to the Bay Area in 2010, where he has established himself in the field of financial planning.
Daniel Spector-Franson's Career in Financial Planning
Before joining Summitry, Daniel Spector-Franson worked as a Financial Planner at a firm in San Ramon, California. During his tenure at this firm, he specialized in creating comprehensive financial plans for clients. Additionally, he co-managed investment plans for foundations and worked extensively with ERISA retirement plans, showcasing his wide-ranging expertise in the financial planning sector.
Daniel Spector-Franson's Involvement in Community Service
Daniel Spector-Franson is actively involved in community service. He volunteers for the Boys & Girls Club of the Peninsula and Hidden Villa. His commitment to community service is an integral part of his personal and professional life, highlighting his dedication to giving back and supporting the local community.
Daniel Spector-Franson's Personal Interests
Outside of his professional responsibilities, Daniel Spector-Franson enjoys basketball, cooking, going on adventures, and spending time with his family. These personal interests reflect his dynamic and well-rounded personality, allowing him to balance his career with a fulfilling personal life.