Cfp Daniel Seltzer Msfp
Dan leads you through a thoughtful and consultative three-step approach known as Design, Build, Protect. He will review... | San Antonio, Texas, United States
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Cfp Daniel Seltzer Msfp’s Emails se****@be****.edu
Cfp Daniel Seltzer Msfp’s Phone Numbers No phone number available.
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Cfp Daniel Seltzer Msfp’s Location San Antonio, Texas, United States
Cfp Daniel Seltzer Msfp’s Expertise Dan leads you through a thoughtful and consultative three-step approach known as Design, Build, Protect. He will review all aspects of your financial world to uncover the knowns and unknowns. Together you will design a personalized, 360-degree Life Map, based solely on your needs and objectives. Once your objectives have been set, Dan will build an evidence-based portfolio that is engineered to maximize the statistical probability of reaching your objectives. The portfolio will incorporate decades of Nobel Prize winning economic research from internationally known financial academics including Dr. Harry Markowitz, Dr. Eugene Fama, Dr. Myron Scholes and Dr. Merton Miller. The benefit to you is a sense of confidence that your money is working to achieve your goals in the most efficient way possible. As your Personal CFO Dan will work alongside you to protect what you have built, while continuously measuring progress towards your goals. This is accomplished through regularly scheduled meetings and the careful stewardship of your portfolio. Dan has a passion for learning and providing his clients with ongoing education and guidance. When he is not serving his clients, Dan is enjoying country life in Bulverde with his wife Stephanie and their six children Melody, Paul, Ruth, David, Jonathan and Edith.
Cfp Daniel Seltzer Msfp’s Current Industry Arrow Wealth Advisors
Cfp
Daniel Seltzer Msfp’s Prior Industry
82nd Airborne Division
|
45th Infantry Division
|
Lpl Finanical
|
Us Wealth Management Of South Texas
|
Arrow Wealth Advisors
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Work Experience
Arrow Wealth Advisors
President
Sun Jan 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Us Wealth Management Of South Texas
Certified Financial Planner
Sun Jan 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Dec 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time)
Lpl Finanical
Wealth Management Adviser
Sat Oct 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Feb 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time)
45th Infantry Division
Infantry Squad Leader
Mon May 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Apr 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time)
82nd Airborne Division
Senior Scout Observer
Sat Feb 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Apr 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Cfp Daniel Seltzer Msfp Email Addresses
FAQ About Cfp Daniel Seltzer Msfp
-
Cfp Daniel Seltzer Msfp is located at
San Antonio, Texas, United States -
Cfp Daniel Seltzer Msfp is a
Dan leads you through a thoughtful and consultative three-step approach known as Design, Build, Protect. He will review all aspects of your financial world to uncover the knowns and unknowns. Together you will design a personalized, 360-degree Life Map, based solely on your needs and objectives. Once your objectives have been set, Dan will build an evidence-based portfolio that is engineered to maximize the statistical probability of reaching your objectives. The portfolio will incorporate decades of Nobel Prize winning economic research from internationally known financial academics including Dr. Harry Markowitz, Dr. Eugene Fama, Dr. Myron Scholes and Dr. Merton Miller. The benefit to you is a sense of confidence that your money is working to achieve your goals in the most efficient way possible. As your Personal CFO Dan will work alongside you to protect what you have built, while continuously measuring progress towards your goals. This is accomplished through regularly scheduled meetings and the careful stewardship of your portfolio. Dan has a passion for learning and providing his clients with ongoing education and guidance. When he is not serving his clients, Dan is enjoying country life in Bulverde with his wife Stephanie and their six children Melody, Paul, Ruth, David, Jonathan and Edith. Arrow Wealth Advisors -
Cfp Daniel Seltzer Msfp currently works in the
Arrow Wealth Advisors -
Cfp Daniel Seltzer Msfp specializes in
Dan leads you through a thoughtful and consultative three-step approach known as Design, Build, Protect. He will review all aspects of your financial world to uncover the knowns and unknowns. Together you will design a personalized, 360-degree Life Map, based solely on your needs and objectives. Once your objectives have been set, Dan will build an evidence-based portfolio that is engineered to maximize the statistical probability of reaching your objectives. The portfolio will incorporate decades of Nobel Prize winning economic research from internationally known financial academics including Dr. Harry Markowitz, Dr. Eugene Fama, Dr. Myron Scholes and Dr. Merton Miller. The benefit to you is a sense of confidence that your money is working to achieve your goals in the most efficient way possible. As your Personal CFO Dan will work alongside you to protect what you have built, while continuously measuring progress towards your goals. This is accomplished through regularly scheduled meetings and the careful stewardship of your portfolio. Dan has a passion for learning and providing his clients with ongoing education and guidance. When he is not serving his clients, Dan is enjoying country life in Bulverde with his wife Stephanie and their six children Melody, Paul, Ruth, David, Jonathan and Edith. -
Cfp Daniel Seltzer Msfp speaks the following languages:
No languages available. -
Cfp Daniel Seltzer Msfp has prior experience in the following industries:
Us Wealth Management Of South Texas , Lpl Finanical , 45th Infantry Division , 82nd Airborne Division -
Cfp Daniel Seltzer Msfp has the following professional experience:
Arrow Wealth Advisors , Us Wealth Management Of South Texas , Lpl Finanical , 45th Infantry Division , 82nd Airborne Division . -
You can view Cfp Daniel Seltzer Msfp’s
LinkedIn profile at LinkedIn URL. -
Cfp Daniel Seltzer Msfp’s work email addresses are
[email protected] . -
Cfp Daniel Seltzer Msfp works at
Arrow Wealth Advisors
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