From Dreams… To Goals… To Flexibility… To Confidence
Our goal is to help you take a proactive approach to your personal financial situation. We are dedicated to helping you make sound decisions for your financial future. Helping you gain a better understanding of investing, retirement, estate planning strategies, and wealth preservation. Most importantly, we hope you see the value of working with us to pursue your financial goals.
Daniel T. Gregg
Financial Advisor
Daniel T. Gregg (Financial Advisor) is a Bay Area native with a deep-rooted passion for his
community and a strong commitment to giving back. Known for his approachable nature
and positive energy, he builds meaningful relationships grounded in trust and integrity.
In his professional life, Daniel takes a client-focused approach, providing thoughtful
guidance and personalized solutions to help individuals and families work toward their
long-term financial goals.
Outside of work, he enjoys golf, pickleball, and spending time in Lake Tahoe.
Daniel lives in San Jose, California, with his partner, Sofia, and stays actively connected to
the community he calls home.
CA Insurance License Number: 4321687. Resident State: CA
Education
- San Jose State University
Languages
- English
eMoney Advisor®
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