Private Bank | Pacific Northwest & Rocky Mountain
He invests deeply in learning each client’s values and objectives to understand what matters most to them. He builds relationships on an individual level to help clients accomplish their financial planning goals.
Prior to joining SVB, Daniel was a Financial Consultant for more than four years at Fidelity Investments in Palo Alto, CA where he earned multiple Annual Achiever Awards. He was a Financial Advisor at Ameriprise Financial Services for over eight years where he built his own financial advisory practice that he sold to another Ameriprise Financial Services franchise.
Daniel graduated from the University of Washington with a Bachelor of Arts degree in Japanese Linguistics, with an international business emphasis.
The individual named here is both a representative of Silicon Valley Bank as well as an investment advisory representative of SVB Wealth Advisory, a registered investment advisor and non-bank affiliate of Silicon Valley Bank, member FDIC . Bank products are offered by SVB Private Bank, a division of Silicon Valley Bank. Products offered by SVB Wealth Advisory, Inc. are not FDIC insured, are not deposits or other obligations of Silicon Valley Bank, and may lose value.
Silicon Valley Bank is a member of the FDIC and the Federal Reserve System. SVB, SVB FINANCIAL GROUP, SILICON VALLEY BANK, MAKE NEXT HAPPEN NOW and the chevron device are trademarks of SVB Financial Group, used under license. SVB Wealth Advisory, is a registered investment advisor, a non-bank affiliate of Silicon Valley Bank and a member of SVB Financial Group. Products offered by SVB Wealth Advisory are not FDIC insured, are not deposits of or guaranteed by a bank, and may lose value.
This information should not be viewed as tax, investment, legal or other advice, nor is it to be relied on in making an investment or other decision. Nothing relating to the material should be construed as a solicitation or offer, or recommendation, to acquire or dispose of any investment or to engage in any other transaction.
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