Daniel Munger

Daniel Munger, CFP®, is a Wealth Advisor at Charles Schwab, where they assist individuals, couples, and families in growing their assets for the long term. Previously, Daniel held various financial roles, including Financial Advisor at Prudential Financial and Director Retirement Planner at Fidelity Investments. With a solid educational background in Business Administration, Spanish, Marketing, and Accounting from the University of San Diego, Daniel utilizes their skills to match clients' investment portfolios with their risk tolerance and objectives. They have extensive experience in the financial sector, having begun their career as an Underwriting Specialist at AIG before transitioning into financial advisory roles.