Portrait of Daniel Friedman

Daniel Friedman CFP®, AWMA™, AAMS™

Wealth Advisor

Based in Fort Lauderdale, Daniel helps retirees coordinate private market investments, retirement planning, taxes, estate considerations, and comprehensive portfolio management

Ways to Connect

  • In-person visits
  • Video Meetings
  • Phone Meetings

Languages Spoken

  • English
  • Hebrew
Request an introduction

Who Daniel Typically Helps

Pre-retirees and retirees, experienced investors interested in private markets, individuals and families seeking comprehensive wealth guidance, clients who want investment, tax, and estate decisions coordinated through one planning relationship.

Serving Clients in

Fort Lauderdale • Miami • Boca Raton • Atlanta • Charlotte • Raleigh • Communities throughout Florida and the Southeast

Available nationwide through virtual meetings

Questions Daniel Helps Answer

  • How can I prepare for retirement?
  • How should private-market investments fit into my portfolio?
  • How can I build a comprehensive investment strategy?
  • How can I coordinate tax and estate planning?
  • How can I connect financial decisions through one unified wealth plan?

What Clients Say About Mission Wealth

Eva H.

07/27/2026

I am delighted to work with you!~ Perfect service and professionalism. Many, many thanks!

Aalap S.

07/16/2026

I have been so happy working with the team at Mission Wealth. As I was going through big transitions, and trying to align my financial plan with my goals and life, our work together has given me great peace of mind. That someone had my back. And that "I was on the right path" - these simple words, coming from a trusted partner, have helped me immensely!

Sarah S.

06/09/2026

Mission Wealth has been incredibly thoughtful and diligent in establishing a well-balanced portfolio for my personal investments. They've taken the time to understand my goals and risk tolerance, ensuring that every investment recommendation aligns with those interests while maximizing growth. Thanks to Mission Wealth's guidance and expertise, I am in a much stronger financial position today than before.

Tammy R.

04/21/2026

It's a huge relief to me to have Mission Wealth overseeing everything for me. There's a level of conscientiousness and follow-thru that I needed. I'm also thrilled with the growth I've seen in my portfolio.

Rick R.

04/21/2026

Every aspect of our relationship with Mission Wealth has been built with trust, respect, and professionalism. We deeply appreciate having such skilled people in our corner, helping us to navigate our financial future.

Shara A.

03/15/2026

Very personalized, quick response times when we have questions. My husband and I have been working with Mission Wealth for several years and have had a very positive experience.

The testimonials included here are from current clients. Clients were not compensated and there are no material conflicts of interest. See our website for a representative list of all testimonials received.

As a Wealth Advisor at Mission Wealth, Daniel Friedman collaborates closely with clients to understand their individual financial situations and objectives. 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.

—Daniel Friedman, Wealth Advisor

Daniel’s Frequently Asked Questions

Clients can expect a collaborative and approachable experience. Daniel takes time to listen carefully and understand what matters most before making recommendations. He simplifies complex financial topics into clear conversations and provides thoughtful guidance designed to help clients feel informed, comfortable, and confident about their financial future.

Professional Background

Daniel Friedman is a graduate of Indiana University at the Kelley School of Business with a degree in Finance. While Daniel was in school, he served as a board member of 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 the 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.

Three people sit at a dining table with menus, water glasses, and a blue bottle, enjoying a meal together.
A couple poses together in a cozy indoor setting, with plants and a window in the background, showcasing a warm atmosphere.
Four men pose together, smiling, in a social setting, showcasing camaraderie and friendship.
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Request an introduction to Daniel Friedman.

Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Daniel Friedman and Mission Wealth may be the right fit to support your life and financial goals.

Request an introduction

Our team.
Meet the experts in your corner.

Meet the full team

Aaron Quintero

Client Service Representative

Abby Chajon

Operations Director

Adam Broughton

CFP®, CPWA®

Partner and Senior Wealth Advisor

Adam Silva

CFP®

Wealth Advisor

Adella Frender

Wealth Advisor Associate Intern

Aimee Gibbings

Operations Manager

Alejandro Segovia

Investments and Billing Specialist, Mergers

Alex Teklu

Technology Specialist

Alexandra Freres

Director of Finance

Alexia Soto

Senior Investment Operations Associate

Alexis Melgoza

Operations Specialist

Alison Miller

CFP®

Senior Wealth Advisor

Allison Modrak

CFP®

Wealth Advisor

Amanda Avila

AWMA™, AAMS™

Wealth Advisor Associate

Analisa Martin

Wealth Advisor Associate

Andrew Conway

CFP®

Senior Wealth Advisor

Let’s align your wealth with your purpose.

Let’s align your wealth with your purpose.

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to Daniel Friedman.

Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Daniel Friedman and Mission Wealth may be the right fit to support your life and financial goals.