Daniel Cavagnaro

Services Offered

• Investment strategies
• Insurance strategies
• Holistic financial planning

About

Daniel Cavagnaro is a financial consultant based in Lake Oswego, Oregon, affiliated with Oppenheimer. He specializes in aligning clients' unique goals and values with comprehensive investment and insurance strategies. Daniel employs an in-depth discovery process to understand each client's specific situation, time horizon, and risk tolerance. He focuses on serving high net worth clients, including individuals, families, corporate executives, and businesses, to help them grow and protect their assets.

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