Daniel is the Co-Founder of W Financial Advisors and has been practicing as a Financial Advisor since 2009. He 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 IN SOCIAL SECURITY CLAIMING STRATEGIES CSSCS® designations.
Affiliations/Awards:
- 2026, 2025Circle of Excellence Award Winner*
- 2026, 2025, 2024, 2023, 2022, 2021, 2020, 2019, and 2018 Philadelphia Five Star Wealth Manager Award Winner**
- JCC Kaiserman Board of Directors 2021-Present
- PJSHOF Board of Directors 2025-Present
- Philadelphia JCC Maccabi Sports Hall of Fame Committee Member 2022-Present
- JCC Maccabi Games: Volunteer Coach: 2010 - Present
- Philadelphia JBN
- Syracuse Alumni Club
Education:
Daniel received his Bachelor of Science degrees in Finance (FIN) and Entrepreneurship & Emerging Enterprises (EEE) from The Martin J. Whitman School of Management at Syracuse University.
While at Syracuse University Daniel participated in a number of extracurricular activities:
- Syracuse Varsity Football Team (Place Kicker)
- Syracuse Varsity Track and Field Team (Competed in the 200m, 400m, 400 Hurdles, and the 4x400 Relay Team)
- Captain of the Syracuse Men's Club Soccer Team
- Program Leader and Director of the community service program, "Balancing the Books," which provided mentorships to inner-city students
Awards & acknowledgments earned at Syracuse University:
- Chancellor's Award for Public Engagement & Scholarship
- University Chancellors Scholar
- University Merit Scholar
- Member of the Whitman School of Management Dean's List
- Member of the National Scholars Honors Society
*The Cetera Financial Group's Circle of Excellence recognition is not a guarantee of future investment success and should not be construed as an endorsement of Daniel Weiss, Investment Adviser Representative by any client.
* *This award was issued by Five Star Professional (FSP) for the time period (2018-2025). Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as an RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not: A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.
Please note: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisor Networks LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera Advisor Networks LLC.
CA Insurance License #0M97285.