TRUSTED FINANCIAL ADVISOR

Trusted • Verified • Professional

Mr Daniel J White CFP

Mr Daniel J White CFP

Morgan Stanley

101 W Broadway, Ste 1800 San Diego, CA

90% Trust Score
Is this your profile? Log in to update your information if anything is incorrect.
Compensation
Commission and Fee
Min. Assets
$250,000
Languages
English
License
Not Validated

Areas of Expertise

Asset Allocation, Banking, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits

Client Reviews (1 reviews)

😊
1 Happy
😞
0 Unhappy
🤔
0 Neutral