2011
20
Apr
Tepper

Daniel has been associated with the Financial Services Industry since 1988 when he began his career in banking as a customer services representative for American Savings and Loan. In 1989 Daniel began his Advisor Career with Marketing One Inc. For the next 6 years Daniel specialized in fund portfolio investments. He was recognized as the Top Advisor out of 2,200 Advisors in 1995 in his organization and as well by Franklin/Templeton, Oppenheim and Nuveen. Licensed for Life, Health & Annuity as well as Series 6 through 63, Daniel provided consistent and profitable financial direction for his clients. With a passion for business and an entrepreneurial spirit, Daniel opened and built a successful Health Club which he sold in 2004. From the proceeds of this successful venture he became a professional Day Trader until 2011 when he joined SeemanHoltz. With a direct understanding of the variables in Financial Planning both as a professional and a participant, Daniel is committed in sharing his expertise with his clients and associates.

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