Daniel Pappas has worked in financial services since 1998 and has been a CERTIFIED FINANCIAL PLANNER™ professional since 2004. He works with individuals and families on financial planning and wealth management.
Daniel takes a holistic approach, which means considering how the pieces of a client's financial life affect one another rather than addressing them in isolation. The process starts with understanding what a client is specifically trying to accomplish. From there, he develops a strategy that can include asset allocation, risk management, income planning, budgeting, and insurance analysis.
Once a strategy is in place, Daniel meets with clients on a regular schedule to review how it is tracking against their goals and to adjust it as their circumstances change.
Daniel and his wife, Cheryl, live in Miami Beach with their daughter. Outside the office, he enjoys golfing and fishing.