Daniel Bennett

Daniel has spent over a decade specializing in full-scope financial planning. He helps individuals and families understand how to build strong financial foundations, manage professional investments, create comprehensive estate plans, and lower their tax obligations. Daniel’s greatest passion is providing the guidance his clients need to turn their dreams into reality. Witnessing their financial aspirations come to life is the most rewarding aspect of his work.

Daniel initially studied kinesiology at Citrus College while competing as an athlete. This experience shaped his approach to financial advising, and today, the same perseverance and strategic planning that guided his athletic career is foundational to his practice. Daniel believes that success in both sports and finance comes from setting clear objectives, adapting to challenges, and maintaining a determined approach throughout the process. He works diligently on behalf of his clients, harnessing these foundational beliefs to help others gain the clarity and confidence to take control of their financial futures.