Commonwealth Financial Group
Daniel Krall is an experienced financial professional currently serving as a Financial Advisor at Commonwealth Financial Group since March 2022. Prior to this role, Daniel worked as an Analyst at Acadian Asset Management from June 2019 to June 2022 and as a Portfolio Analyst at BNY Mellon for a brief period in late 2018. Daniel began the career with a role as a Risk Advisory Services Associate at RSM US LLP, where services included risk assessments and compliance work primarily for pharmaceutical and commercial industries. Earlier experiences include an internship in Private Banking and Investment at Bank of America Merrill Lynch, assisting in market research and exposure to investment tools, as well as roles as an Assistant to the Managing Director at ILP Abogados, where Daniel successfully connected start-ups with over 75 potential investors, and as a Marketing Intern at Festimania Pictures, focusing on brand alliances for documentary projects. Daniel holds a degree in Finance and Economics from Boston College Carroll School of Management, earned in May 2017, and is a graduate of St. John's Prep.
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Commonwealth Financial Group
Commonwealth Financial Group has enjoyed over 160 years of providing innovative ideas, concepts and extraordinary service to our clients. At Commonwealth Financial Group, we educate and empower our clients to take the steps towards achieving financial confidence. Through an innovative and sophisticated process, we design a financial blueprint to assist our clients in developing a strong sense of confidence. Listen: Understand your financial goals, concerns and dreams. Gather: Collect and review your tax, insurance, investment, legal, and bank documents. Design: Create a financial blueprint that aims to meet your goals, concerns, and dreams in an efficient and effective manner. Build: Collaborate with our team of experts and your other trusted advisors to outline the best strategies for you. Serve: Provide ongoing service to develop a dynamic plan that caters to your changing needs.