Daniel is a Southern California native, originally from Fullerton in Orange County. A graduate of Whittier College with a History and Political Science degree, Daniel began his career in Geneva, Switzerland working for the United Nations High Commissioner for Refugees. Starting in September 2001, he worked as a wealth manager for Edward Jones Investments and, in 2005, founded his first investment management company, Redwood Investments. From Redwood Investments’ success grew the Golden State family of companies; firms built to empower fellow advisors through supported independence, asset management, and practice ownership. As well as acting as the personal Chief Financial Officer for success