Daniel Neuman, CFP®, CEPA, FPS, QPFC - Morgan Stanley

Services Offered

• Financial Planning
• Investment Management
• Retirement Planning
• Wealth Management

About

Daniel Neuman is a financial advisor based in Boca Raton, Florida, providing comprehensive financial planning and investment management services. As a Certified Financial Planner (CFP®), Certified Exit Planning Advisor (CEPA), and holder of the Financial Paraplanner Qualified Professional (QPFC) designation, he brings a wealth of knowledge to his clients. Daniel specializes in retirement planning, investment strategies, and wealth management, helping individuals and families achieve their financial goals. His practice focuses on delivering tailored financial solutions to a diverse clientele, ensuring their unique needs are met.

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