Daniel works closely with clients structuring investment strategies and financial plans designed to enhance their personal financial goals. His experience at a large wealth management institution prior to joining Karp Capital coupled with his background on the client service and onboarding team bolster his ability to provide a straightforward and strategic experience for clients.
Daniel earned his bachelor’s degree from UC Berkeley in Environmental Economics and Policy and holds a Series 65 license. He loves watching the Golden State Warriors, savoring the Bay Area culinary landscape, and dominating the local cycling, tennis, and water polo scenes.
There is more than
meets the eye.
- Grew a Covid mustache and was a little too proud of it...
- Played water polo growing up and was the captain of the Cal men's club team
- (Mostly) conquered his fear of heights by going skydiving