Daniel J. Neumann, CFA
Principal & Wealth Manager
I've been in the business since 1980 and founded Neumann Capital Management, LLC in 1990. My grandfather sparked my interest in finance and I bought my first stock at the age of 12. After graduating from San Francisco State University, I worked for a top investment firm.
As a wealth manager at Neumann Capital, I'm committed to developing fully integrated strategies that protect and grow clients' wealth. Our mission is to provide an unparalleled level of personalized service and communication.
When I'm not in the office, I enjoy reading, skiing, traveling, gardening, and going to the beach.
Education & Affiliations:
Chartered Financial Analyst (CFA)
B.S. in Finance from San Francisco State University
Member of the CFA Institute/CFA Society of San Francisco
Graduate of the San Mateo Leadership Class of 2005/2006