Daniel Robert Weizel
Financial Advisor|CFP®
Professional
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.
Education
- Texas A&M University - Political Science (Bachelor of Science)
- Texas A&M University - George Bush School of Government & Public Service (Master of Public Service & Administration)
Awards and Recognition
- National Association of Insurance and Financial Advisors Quality Award 2014-2015
- Award recognizing commitment to excellence in service to clients and industry
Personal
Our family lives here in the East Dallas suburb of Lake Highlands. We have 3 kiddos - Ivy, Van and Levi and we enjoy a number of different activities as a family.
Myself and Jennie are both originally from Houston, but have been in Dallas more than 14 years, and now call it home. We are involved at Watermark Community Church – where we both serve in the marriage ministry: through Merge (pre-marital counseling) and Foundation Groups (newly married community groups).
We love hosting friends over at our house, going out to try any and all recommended places to eat around town and spending active time together as a family outdoors.
Lending a hand in my community.
Outside of my commitment to my family and my clients, I'm passionate about giving my time to Forerunner Mentoring.
I love spending time with my mentee and supporting the staff and other volunteers. Forerunner is focused specifically in the East Dallas neighborhood of Lake Highlands where my family calls home.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
