TRUSTED FINANCIAL ADVISOR

Trusted • Verified • Professional

Mr Daniel J White CFP

Mr Daniel J White CFP

Morgan Stanley

101 W Broadway, Ste 1800San Diego, CA

90% Trust Score
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

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