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Daniel Platt, CFA, CFP®

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.

For Fun:
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