Daniel is a Financial Advisor at Licentia Financial with Equitable Advisors LLC, specializing in investment and retirement planning, tax mitigation strategies, and college savings solutions. He is committed to helping clients build clear, actionable financial plans tailored to their long-term goals.
Prior to launching his career in financial services, Daniel served in the Peace Corps as a Small Business Development Volunteer in the Dominican Republic. During his service, he helped develop two tour companies, supported a fishermen’s cooperative, and taught English and entrepreneurship classes. He also collaborated closely with Rotary International and local government organizations to strengthen community initiatives.
Daniel’s experience abroad deepened his dedication to service and continues to shape his client-first approach today.
He earned his Bachelor’s degree in Business Administration from SUNY Geneseo and holds the Series 7 and Series 66 registrations, as well as Life, Accident, and Health licenses. He also completed the Retirement Planning Specialist (RPS) designation through the Wharton School of Business at the University of Pennsylvania.
Daniel is dedicated to providing clients with thoughtful guidance, innovative strategies, and the full support of his team—ensuring each client is treated with care, respect, and attention to detail.