Daniel López Pérez is currently working as a Paraplanner at Purshe Kaplan Sterling Investments (PKS). Prior to this, Daniel held various positions, including Instructional Assistant Provider at Santa Ana Unified School District and Academic Mentor at California State University, Fullerton. Daniel also worked as a Research Assistant at both California State University, Fullerton and UC Irvine. Daniel's educational background includes a Bachelor of Arts in Economics and Music from UC Irvine, California State University, Fullerton, and currently studying at Biola University.
Previous companies
September, 2022 - present
Paraplanner at Heritage Financial Consultants LLC
Paraplanner at Church House Investments - Private Clients
Paraplanner at Ritholtz Wealth Management
Paraplanner at PM+M Solutions for Business LLP
Paraplanner at Origen Financial Services
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