Daniel Gurian, CFP, CPWA is a Senior Vice President Wealth Management at UBS Financial Services Inc in Boston, MA. With over 25 years of experience in the investment community, Daniel is well-positioned to provide comprehensive financial planning and wealth management services to clients. He holds advanced credentials such as the CPWA designation and the Certified Financial Planner (CFP) certification, demonstrating his expertise in working with high-net-worth individuals and families. Daniel's collaborative approach and personalized strategies help clients build wealth, protect assets, and create giving strategies that align with their life goals.
Recognized as an industry leader, Daniel Gurian has been named one of Boston Business Journal's Top 40 Under 40, highlighting his influence on local business, industry, and philanthropy efforts. He is also recognized as one of Forbes Best-in-State Wealth Advisors. With a focus on long-term care planning and providing advice for business owners, Daniel and his team at UBS Financial Services Inc are dedicated to helping clients achieve financial security and pursue their life goals with confidence.
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