Daniel Stolfa

Daniel Stolfa, JD, LLM, CFP®, AIF®, serves as a Senior Wealth Advisor at Centura Wealth Advisory since October 2024, specializing in wealth management for ultra-high net worth clients in San Diego, California. Prior to this role, Daniel held the position of Managing Director at Evercore Wealth Management, LLC, from August 2018 to October 2024, where responsibilities included wealth and fiduciary advising. Daniel's extensive experience in the financial services industry includes roles such as Private Wealth Advisor at Stiles Financial Services, Inc., Financial Advisor at Stolfa Wealth Management, and various advisory positions at Anchor Bank, N.A., and Merrill Lynch. Daniel's legal background includes work as an attorney at Arete Law Group and Sjoberg & Tebelius, coupled with experience as a Senior Tax Specialist at KPMG. Educational qualifications include a JD and LLM in Taxation from Mitchell Hamline School of Law and a Bachelor of Science in History/English from the University of Wisconsin-Madison.