Daniel Friedman CFP®, AWMA™, AAMS™
Based in Fort Lauderdale, Daniel helps retirees coordinate private market investments, retirement planning, taxes, estate considerations, and comprehensive portfolio management
Ways to Connect
Languages Spoken
- Hebrew
- English
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?
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’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.
Connect with us
Here’s how the first steps work:
- 1 Request an introductory conversation
- 2 We learn about your goals and priorities
- 3 We determine if Mission Wealth is the right fit to help you move forward
Our team.
Meet the experts in your corner.
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