Daniel Martin in Campbell, CA is a financial advisory firm that offers a range of services to help individuals and small business owners manage their assets and plan for the future. With a team of qualified professionals, including Daniel Martin himself who holds various certifications such as AAMS, ADPA, AEP, AIF, APMA, AWMA, BFA, CAP, CAS, CASL, CDFA, CEP, CFA, CFP, and ChFC, they provide expert advice on investment strategies, estate planning, retirement planning, and more.
With a focus on client assessment and suitability, risk management, and investment performance, Daniel Martin and his team are dedicated to helping clients achieve their financial goals. Whether it's creating a comprehensive wealth management plan or providing guidance on philanthropic endeavors, they have the knowledge and expertise to assist individuals in making informed financial decisions.
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