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The Beverly Hills Chamber of Commerce has helped us move the business forward by creating brand awareness for us and allowing us the opportunity to create long term partnerships with our neighbors in the community. Thank you again for all that you do.
Lesley Gilmore - Private Dining Director - Fleming’s Steakhouse
Financial Advisor helping BUSINESS OWNERS start up or improve the company RETIREMENT PLAN and advising on SUCCESSION PLANNING.
Daniel is a Senior Portfolio Advisor for personal and corporate accounts. He holds the Chartered Retirement Planning CounselorSM designation (CRPC®)- College of Financial Planning, holds a Series 7 General Securities Registration, Series 63 Uniform Securities Agent State Registration, Series 65 Registration- Uniform Investment Advisory Law, Long Term Care and Life Insurance License, a Designated Merrill Lynch Alternative Investment Advisor*, and a member of the Forum for Sustainable and Responsible Investment(US SIF).