Kevin Daniel

Services Offered

• Holistic financial planning
• Investment management
• Insurance strategy design

About

Kevin Daniel is a financial consultant based in Seattle, Washington, affiliated with Oppenheimer. He specializes in holistic financial planning, investment management, and insurance strategy design tailored to meet each client's unique goals and needs. Through an in-depth discovery process, Kevin gains a comprehensive understanding of his clients' specific situations, time horizons, and risk tolerances. He primarily serves high net worth individuals, families, corporate executives, and businesses, focusing on growing and protecting their assets while addressing complex financial issues.

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