Dan Emmanuel

Meet Dan, our expert financial planner with a diverse background. He has prior legal expertise and has been a qualifier for the Million Dollar Round Table and Personal Wealth Manager for four years. With a specialization in the High Net Worth arena and offerings as well as offshore businesses and personal wealth and finance, Dan is a valuable asset to our team. He also assists clients in estate planning, making him a well-rounded advisor with investment savvy skills. Dan has a passion for animals, trying different foods and loves traveling.