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Specialties
I began my career with Merrill Lynch in 1990 and worked for large companies until March of 2022 when I started Daner Wealth Management.
I have been married for 37 years and have two grown children. I have lived and worked in Alpharetta GA since 1993. Daner Wealth is a Registered Investment Advisor and has a fiduciary relationship with all of our clients. We will take the time to get to know you, your family and what's important to you. I will help you build and protect wealth in order to accomplish your goals and build a secure future.
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Always free for clients.
CFP®, ChFC®
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Daner Wealth Management is an SEC Registered Investment Advisor.