Daniel Urbina, CPA, CGMA

Hello, I'm a CPA with a 15-year track record of performance within public accounting, asset management and personal financial planning. I currently practice as a Certified Public Accountant in Washington and Texas (soon to be Arizona). I am a member of the American Institute of Certified Public Accountants (AICPA), the Washington Society of Certified Public Accountants (WSCPA), and the Texas Society of Certified Public Accountants (TSCPA). I also serve on the Board of the WSCPA's Seattle Chapter's Outreach Committee. In 2014, I was awarded the Chartered Global Management Accountant (CGMA) designation from the AICPA and the Chartered Institute of Management Accountants (CIMA). The CGMA designation recognizes professionals who have deep understanding of finance and have expanded their business skills through experience as management accountants to help drive better business decisions. I have invested and actively managed the operations, reporting and compliance for a number of private equity and venture capital portfolios through committed fund vehicles. I am a third-generation accountant with a strong financial and compliance heritage that is naturally incorporated into my professional judgment, due care, planning and investment approach. My family and I live in Washington and enjoy the natural beauty the Pacific Northwest has to offer.