Daniel serves GRP Financial as Director of Risk Management and is responsible for promoting company supervisory practices, follow up on audit findings, and proactively addressing potential compliance issues to minimize risk to the clients, affiliated advisors, and the firm. He has over 16 years of financial consulting experience helping clients’ work towards their financial goals and partnering with Advisors to build compliant and efficient practices. His financial services industry experience has been with such firms as Scottrade, AXA, UBS, Bank of the West, Foothill Securities, Securities America, E*TRADE, and LPL Financial. Daniel graduated from the University of San Francisco with a Bachelor of Science degree in Applied Economics. He holds the FINRA Series 7, 24, and 4 securities registrations through LPL Financial and the Series 66 through both LPL Financial and Global Retirement Partners. He also holds the CA Life, Accident, Health, and Variable Insurance license. Daniel and his wife, Wendy live in Roseville, California with their four children. They are active members in their local church and community.