Our Experience

With more than 2 decades of experience, I can help you avoid the most common planning mistakes and maximize your chances of reaching your financial goals.

I am the principal/founder of Dagel Financial, a Certified Financial Planner practitioner.

The comprehensive training I have received in all aspects of financial planning, divorce planning along with an MBA and a Masters of Laws degree give me a solid foundation from which to serve my clients. I have also worked as an income tax preparer and taught income tax preparation classes. I currently teach a series of 4 non-credit Financial Planning classes at Miami Dade College (Kendall Campus).

I am extremely committed to providing objective advice to my clients, which is why I have selected the fee only service model that requires that I offer no additional products or services and accepts no commissions or third-party compensation - just an hourly fee. Dagel Financial gets paid only for the assistance and advice we provide. Our guidance is straightforward, objective and free from any potential conflicts of interest regarding compensation.

As a Certified Financial Planner® professional, I have passed rigorous education, examination and experience requirements. I maintain an ongoing continuing education program and swear to the CFP Board of Standard’s Code of Ethics.

With my Divorce Planning backgroud, I can offer sound financial advice for managing such a critical life change.

Before establishing Dagel Financial, I served my Miami-area clientele as a financial advisor for American Express Financial Advisors Inc (now Ameriprise), First Union Securities Inc (now Wachovia) and SunTrust Securities Inc.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Daniel Elie, President, Dagel Financial, Inc. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Fee-only financial planning and investment advisory services are offered through Dagel Financial, Inc., a registered investment advisory firm in the state of Florida. The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than Florida. We are legally empowered to provide investment advisory services only to residents of Florida.

All material contained herein is copyright protected and may not be reproduced in any manner without the express written permission of the copyright owner. Text and articles Daniel Elie, CFP® practitioner.