Daniel Frankel, CFA, CFP®

I am a CERTIFIED FINANCIAL PLANNER® with over 15 years of experience helping professionals make smart, lasting financial decisions. I am passionate about bringing a transparent, authentic and personal experience to my clients. As Founding Principal of WealthCollab, I collaborate with clients to develop and implement an individualized framework for making prudent decisions in all areas of finance. Ultimately, my goals are pretty straightforward, I want clients to meet their financial objectives and have confidence along the way. To that end, I help clients manage cash flows, budgets, investments, real estate, taxes, debt and any other areas that effect their financial situation. As a child, I had an interest in finance and read way too many self-help financial books (yes, I was that dorky). Some of the books definitely had some great advice, however, I immediately noticed how difficult it was to apply these concepts to an individual situation. For that reason, I dedicated my professional life to helping others navigate the financial landscape and digest the myriad of best practices, quick tips, and blog posts. As an independent firm, WealthCollab charges on a fixed fee basis rather than a percentage of assets or commission schedule. In most cases, this better aligns our interests and saves clients money.