Overview
Daniel Elbaz is a highly experienced Financial Advisor with a decade of expertise in investment management and comprehensive financial planning. He has a demonstrated history of success in guiding clients toward their financial goals through the development of personalized investment strategies. Leveraging his expertise in both technical and fundamental market analysis, Daniel crafts tailored investment products designed to help clients achieve their unique objectives. He is committed to client education, empowering them to make informed and confident financial decisions.
Licenses
Daniel holds Series 7, 63, and 65 licenses, as well as Life and Health Insurance licenses.