Daniel Tesfaye

Daniel Tesfaye, CFP®, CPWA®, MSF, serves as the Director of Wealth Planning at Sequoia Financial Group since May 2022, while also contributing as a Content Writer for Seeking Alpha. Prior experience includes roles as a Financial Advisor at Merrill Lynch Wealth Management from July 2019 to April 2022 and as a Financial Representative at Northwestern Mutual from August 2015 to June 2019. Daniel Tesfaye holds a Master of Science in Finance and Investment Management from the University of North Carolina Wilmington and a Certificate in Wealth Management Theory and Practice from Yale School of Management. Additionally, an undergraduate degree in Business Administration with a focus on Finance was earned from the University of North Carolina Wilmington.