Daniel López Pérez

Paraplanner at CLG Wealth Management

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.

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  • Paraplanner

    September, 2022 - present