You will work directly with the founder of PDE Wealth Advisors. Daniel has earned his degree in finance from CSUSB. He maintains a series 65 securities license as well as a California life insurance license.
Daniel is a recognized investment advisor who has helped valued clients secure financial stability and their financial future. Through research in college and the past decade helping people plan their retirements, Daniel has found that a great deal of people have a misunderstanding of their investments and retirement. Daniel continues to use his education and experience as a financial professional to help individuals navigate through retirement during the ever-changing financial environment we live in today.
Let's Get Acquainted
We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.