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Daniel is a Certified Senior Advisor, a Registered Investment Advisor, and has been acknowledged by National Register's Who's Who for his expertise in the financial services industry. He is a graduate of Stanford Universtiy and holds an MBA degree in Finance from the Anderson School at UCLA.
In 1997, Daniel and his wife, Carol, co-founded Kalos Capital, Inc., an investment bank, followed by Kalos Financial, Inc., a financial services firm. The firms sepcialize in meeting the complex and diverse financial needs of mature and senior investors, including investment management, annuity advice and selection, estate planning, long term care planning, and tax reduction.
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