Our Experience
 Elie, Daniel G., CFP®, CDP, LLM,
MBA
With more than a decade 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 and a Certified
Divorce Financial Analyst™. 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 also work as an
income tax preparer and teach income tax preparation classes.
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.
As a Certified Divorce Financial Analyst™, I 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, First Union Securities Inc (now
Wachovia) and SunTrust Securities Inc. |
