Find A Financial Advisor
Financial Advisor Network
Back to Financial Network
Daniel Pinheiro
Professional designations
CFA, CFP(R), CAIA
Firm or Broker/Dealer name
Charles Schwab
States licensed in
Fall River
,
Massachusetts
Areas of expertise
Languages spoken
Portuguese
English
Areas of Expertise
Financial Planning
Investment Management
Retirement/Retirement Income
Tax Planning
Social Security
Time Zone
Dan has 20+ years of investment & financial planning experience working with individuals, institutions, and endowment. He holds the following financial planning & investment designations: Certified Financial Planner®, Chartered Financial Analyst®, Certified Alternative Investment Analyst®, Certified Private Wealth Analyst®.
He is the founder of a fee only, fiduciary, Registered Investment Advisor serving clients around the country.
Dan attended the University of Massachusetts and has a Master’s degree in Finance from Northeastern University, and a Certificate in Wealth Management Theory & Practice from the Yale School of Management.