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Daniel Weiss

Board Member

Daniel Weiss

Board Member

Daniel is the Co-Founder of W Financial Advisors and has been practicing since 2009. He is currently Series 6, 7, 63, 65 Registered and has his Life, Accident, and Health Insurance licenses. Daniel holds the Chartered Retirement Planning Counselor CRPC® and the Certified in Social Security Claiming Strategies CSSCS® designations. Daniel received his Bachelor of Science degrees in Finance (FIN) and Entrepreneurship & Emerging Enterprises (EEE) from The Martin J. Whitman School of Management at Syracuse University.