Daniel Freeman, CFP®, is a Senior Vice President and Financial Advisor at Morgan Stanley, where they have worked since 2014 and focus on providing a comprehensive financial planning experience for clients. With over 14 years of expertise in the financial services industry, Daniel previously served as a Financial Planner at Ayco, a Goldman Sachs Company, assisting executives and high-net-worth individuals with personalized financial solutions. They graduated from Chapman University with a Bachelor of Science in Business Administration, emphasizing Finance. Residing in Huntington Beach, Daniel enjoys playing tennis and golf, hiking, and swimming in their free time.
This person is not in any teams
This person is not in any offices