Creative Planning
Daniel Pontarelli is a Partner and Wealth Manager at Creative Planning, where responsibilities have included roles as a Wealth Manager and Financial Planner since September 2017. Prior to this position, Daniel served as a Financial Planner at Stepp & Rothwell, Inc. from December 2010 to September 2017. Daniel holds a Bachelor of Science degree in Financial Services from San Diego State University and has successfully passed Level I of the CFA Program.
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