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 person named above is both a representative of Silicon Valley Bank as well as investment advisory and broker-dealer representative of SVB Wealth Advisory. SVB Wealth Advisory (member FINRA and SIPC; SEC-registered investment adviser) offers brokerage and investment management products and services, and is a wholly-owned, non-bank subsidiary of Silicon Valley Bank.
Investment products are offered by SVB Wealth Advisory and are:
Not FDIC Insured
Not Bank Guaranteed
May Lose Value