Daniel Rosenthal, CFP

As a CERTIFIED FINANCIAL PLANNER(R) professional at Wells Fargo Advisors, I bring over a decade of experience in the wealth management industry, having previously worked at Charles Schwab, JPMorgan, Morgan Stanley and UBS. My passion is helping individuals and families navigate their financial journeys with confidence by creating personalized strategies tailored to their unique goals. I earned my BS in Economics with a minor in Business from Texas A&M University and completed the education portion of my CERTIFIED FINANCIAL PLANNER(R) certification at Rice University. Fluent in Spanish and proud of my South American heritage, I understand the importance of financial planning for diverse backgrounds and life experiences. I specialize in investment management, retirement planning, and wealth preservation, always prioritizing trust, transparency, and long-term success. Beyond work, I have a love for traveling and sports. My hobbies include cheering on Texas A&M football, playing soccer, and staying active through men's fitness. Giving back to the community is also important to me. I've volunteered with the Boys & Girls Club of America and remain passionate about supporting future generations. Let's work together to build a financial plan that aligns with your goals and helps secure your future.