Daniel Platt, CFA, CFP®
Partner & Wealth Manager
I joined Neumann Capital in 2019 with 20 years of experience in the financial services industry. I am excited to be using my wide knowledge base and experience to help our clients navigate all of life's surprises.
A a wealth manager I have the greatest job in the world - I get the opportunity to work closely with clients to help them achieve their goals by protecting and growing their wealth through comprehensive financial planning and investment management.
When I'm not in the office, I appreciate spending time at home with my wife and two little girls. I also enjoy time outdoors running, hiking, and skiing. Time permitting, I like to read and brush up on my Spanish.
Education & Affiliations:
Chartered Financial Analyst (CFA)
CERTIFIED FINANCIAL PLANNERTM
M.Sc. in Financial Analysis from The University of San Francisco
Member of CFA Institute, CFA Society of San Francisco