Daniel joined the Starner Group in 2015. He works mainly on the investment side of the practice helping prepare for our client review meetings and assisting with due diligence on our investments.
He earned my BS in both Business Administration and Economics and Business Technology. Daniel currently holds the following designations: Series 7, Series 66, and CIMA®.
Daniel is a former cheerleader for the University of Miami and his passion for that carried over as he continued to coach the cheer squad in his spare time for multiple years after graduation. Building on another passion of his, he just completed his private pilot license. Daniel enjoys exercising regularly, flying on the weekend, and reading.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.