Daniel Friedman

AAMS™, AWMA™

Wealth Advisor Associate

Fort Lauderdale, Hallandale Beach

(305) 894-5124

"Wealth management allows me to build genuine relationships with clients and empower them to achieve their financial goals. Observing our clients' success stories, whether it's securing their dream retirement or helping their children pursue higher education, brings immense satisfaction and fuels a deep dedication to the field."

As a Wealth Advisor Associate at Mission Wealth, Daniel Friedman works closely with clients to understand their unique financial situations and goals. Through careful analysis of their current investments, Daniel delivers personalized solutions that include financial planning, estate planning, asset protection, wealth management reviews, and tax planning to help clients achieve their goals. With a focus on building long-term relationships, Daniel leverages his expertise to provide clients with tailored advice and guidance.

"Wealth management allows me to build genuine relationships with clients and empower them to achieve their financial goals. Observing our clients' success stories, whether it's securing their dream retirement or helping their children pursue higher education, brings immense satisfaction and fuels a deep dedication to the field."

As a Wealth Advisor Associate at Mission Wealth, Daniel Friedman works closely with clients to understand their unique financial situations and goals. Through careful analysis of their current investments, Daniel delivers personalized solutions that include financial planning, estate planning, asset protection, wealth management reviews, and tax planning to help clients achieve their goals. With a focus on building long-term relationships, Daniel leverages his expertise to provide clients with tailored advice and guidance.

Learn About Daniel Friedman

Professional Background

Daniel Friedman is a 2023 graduate of Indiana University at the Kelley School of Business with a degree in Finance. While Daniel was in school he was a board member in the Financial Planning Association educating students on the benefits of Wealth Management and the importance of holistic financial planning. Daniel has experience working in a support role under several financial advisors assisting in financial planning and reviews for their clients. Daniel holds the AAMS™ and AWMA™ certifications and is currently pursuing his CERTIFIED FINANCIAL PLANNER^®professional designation.

Personal Pursuits

Daniel enjoys spending his free time being as physically active as possible, whether it be at the gym or the basketball courts. He loves over-analyzing movies with his Dad, trying new places to eat with his girlfriend, and most importantly spending time with his two Dachshunds, Archie and Ramona.

Community Impact

While in school, Daniel was on the board of his fraternity's philanthropy initiative for the organization Big Brother, Big Sister. Daniel mentored prospective Finance and Accounting students in the Kelley-Mentor program, where he was able to inspire and lead groups of students on how to navigate various college programs and internships. Daniel remains active in his community by volunteering at his local synagogue.

In the News

Ali Miller InvestmentNews Rising Stars 2024

About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 and known for its service model, driven by a world-class technology stack and a talented team that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.

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