Daniel Field, CFP®, is a Private Wealth Advisor at Summit Financial, LLC, where they assist clients in making informed financial decisions to achieve their goals. With over 14 years of experience, they have held various roles in the financial sector, including positions as a Financial Analyst and Senior Relationship Manager. Daniel earned a Bachelor of Science in Finance from Penn State University and a Certificate in Financial Planning from Fairleigh Dickinson University. Additionally, they have developed strong client relationships and managed wealth for high net worth individuals throughout their career. Daniel is passionate about providing guidance and instilling confidence in their clients' financial journeys.
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