Personal
Daniel grew up in the Los Angeles Area before moving to attend the Moody Bible Institute in Chicago, IL to study for pastoral ministry where he graduated Magna Cum Laude with a degree in Pastoral Studies. Daniel spent the first 17 years of his career in full-time ministry as a church planter, pastor and ministry leader.
Daniel was driven to transition to a career in financial planning by a desire to help people holistically. He believes that a lack of sound financial planning knowledge is an epidemic. Without access to a trustworthy professional and sound strategies, good people get lost trying to navigate through all the noise. Daniel works with his clients to implement simple strategies now that will allow them to meet their goals and be tax-efficient years down the line. His personal mission statement is:
To lead and empower others to make their goals and dreams a reality through purpose, clarity and design.
Daniel currently resides in Long Beach, California, with his wife of 16 years, Autumn, and their four children: Samuel, Aiden, Canon and Aria. Autumn Katz was Mrs. Long Beach 2017 and is currently a speaker, a coach, and serves as Associate Director of Career Development for Northwestern Mutual. During Daniel's free time, he enjoys spending time with his family and being involved with his kids’ activities, such as coaching their baseball, basketball and soccer teams. As an LA native, he has grown up as a diehard Lakers, Dodgers, Rams and Kings fan. Daniel and his wife Autumn also give much of their time to their church community as they look to make a difference in their city and beyond.
Professional
Daniel specializes in providing financial consulting to medical professionals, attorneys, business owners, and nonprofit executives. He is dedicated to enriching the lives of his clients and partners with them through financial advice and personalized planning.
Daniel joined Northwestern Mutual in 2020 and in his first year of launching his practice he acquired over 100 clients and hit every benchmark of early success. This propelled him to become the first Field Director in the Manhattan Beach office. In this leadership role he is charged to identify, develop, and empower new professional talent to support their rapidly expanding firm. For the last nine consecutive years, their network office has ranked #1 nationally for new advisor growth and development.
Daniel is registered with the Series 6, Series 63, and the Securities Industry Essentials (SIE) securities licenses.
Licenses
Series 6, 63, and Securities Industry Essentials (SIE) - Mutual funds, Variable Annuities, Insurance Premiums
Education
Daniel earned his Bachelor of Arts degree in Pastoral Studies, Manga Cum Laude, from Moody Bible Institute in Chicago, IL.
Here are my areas of expertise
Financial Planning
Life Insurance Strategies
Investment Planning & Strategies
Disability Planning
Retirement Planning & Income Strategies
Long-Term Care Planning
Education Planning & Funding
Tax-Efficient Strategies
Community Involvement
Seacoast Grace Church
Daniel is passionate about serving the community together through volunteerism, church services, local activities, and family services. Daniel actively serves with Seacoast Grace Church as they seek to make a difference in their community and the world.
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Justin Rudd Community Action Team
Daniel has partnered with Justin Rudd and his Community Action Team. They are a civic minded, not for profit organization, that serves the Long Beach area and surrounding communities. Please visit www.justinrudd.com to get involved and help make a difference. Some of Daniel's favorite events are the following: 30 Minute Beach Clean-Up (3rd Saturday every month at Granada Beach in Belmont Shore); Mom Prom dance for mom's and their kids; Father/Daughter Dance Long Beach Turkey Trot; Long Beach Touch-A-Truck; Long Beach Heroes; 4th of July Kids Bike Parade; Operation Easter Basket; Free community spaghetti supper