1650 Market St.,
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Daniel is the Co-Founder of W Financial Advisors, and is currently Series 6, 7, 63, 65 Registered and has his Life, Accident, and Health Insurance licenses. Daniel holds the CHARTERED RETIREMENT PLANNING COUNSELOR CRPC® and the CERTIFIED...
Alec is the Co-Founder of W Financial Advisors and is currently Series 7 and 66 Registered with his Life, Accident, and Health insurance licenses. Alec holds the CHARTERED RETIREMENT PLANNING COUNSELOR CRPC® and the CERTIFIED IN SOCIAL S...