Daniel Seitz, CFP, MBA

As a Financial Advisor to families and institutions, I use a consultative planning process and a comprehensive investment approach derived from years of experience. I help build, manage, and preserve my clients' wealth for current and future generations. I am a CERTIFIED FINANCIAL PLANNER® professional and hold a master's degree in finance and international business from New York University. My career began in New York City with major Wall Street firms, where I worked to obtain senior positions in the areas of institutional portfolio management and market strategy. As a senior equity strategist, my research on the US stock market was cited in leading publications such as the Wall Street Journal, Barron's, and the Financial Times. When it comes to planning advice and the performance of their investments, I firmly believe clients should expect and demand excellence. My investment recommendations range from proprietary strategies to best-in-class third party managers, including specialty stock managers and alternative investment solutions such as real estate and hedge funds. I also believe that part of my role as an advisor is to guide clients away from the many pitfalls that can undermine their financial success, focusing instead on what I believe are winning approaches. My wife Hilary and I live at the Jersey shore with our son Decker. I am active in the local community, coaching Little League and soccer. I thoroughly enjoy spending time with my family, travelling, hiking trails, and playing tennis.