Daniel began providing financial planning and portfolio management services to clients in mid-2006 just a mere 15 months before the Stock Market topped in 2007. He helped his clients navigate and emerge from the worst financial crisis since the Great Depression. The ‘baptism by fire’ that was the 2008 market crash has had a profound impact on the way Mr. Barotz invests particularly when it comes to the importance of having a plan and evaluating and controlling risk in his clients' portfolios. Daniel has always been passionate about the economy, investing, and helping people set, realize, and hopefully exceed their goals. Becoming a Financial Advisor and Portfolio Manager creates the perfe