Daniel is a partner with MGO Private Wealth and has more than 26 years of experience in the private wealth planning industry. He enjoys serving those individuals, families, small businesses, and institutions neglected by banks and large brokerage firms. He specializes in investment management, personal stewardship, retirement income planning, IRA distribution issues, estate and tax planning, charitable planning, asset protection strategies, and family stewardship.
Prior to joining MGO Private Wealth, Daniel founded Sentry Pacific Financial Group, where he also served as president, and helped those looking to retire and live the life they’ve always dreamed of through collaboratively designed strategies and curated advisory services. He now helps CEO founders and entrepreneurs maximize enterprise value and prepare the owner and the business for a future liquidity event or exit while incorporating tax minimization and cash flow strategies.
Daniel is passionate about financial literacy and providing education to those who are unfamiliar with its concepts. He frequently lectures on investment and personal finance topics for various organizations in his community in both English and Spanish. He is also a diversity and financial literary advocate.
PROFESSIONAL AND BUSINESS AFFILIATIONS
Board Member, Family Health Centers of San Diego
Board Member, Southwestern College Foundation
Board Member, Christian Unified Schools of San Diego
Board Member, David’s Harp Foundation
EDUCATION AND PROFESSIONAL DESIGNATIONS
College for Financial Planning, CFP Certification Professional Education Program
Accredited Investment Fiduciary®
Certified Exit Planning Advisor®