Daniel began his Financial Services career with American Express Financial Advisors in 2005. After a spin-off Daniel became an Ameriprise Financial advisor and was able to continue building his practice from the ground up. Focused on building referral based networks amongst management groups within the large Houston based oil and gas companies, Daniel provided workshops and seminars primarily for Shell, Exxon and Conoco Phillips. By focusing on Retirement Planning, Daniel is able to provide his clients with advice specifically-tailored to their needs. In 2006 Daniel earned the coveted "Chartered Retirement Planning Counselor" (CRPC) designation. Daniel is married to wife Tara with one Son (Jack). Hailing from Manchester in the North of England, Daniel graduated from the University of Liverpool. He originally came to the States playing Semi Professional Soccer and settled down to pursue his passion for Finance. Coming from an education background Daniel knows how important investor education is. "I try to make complex topics as understandable for the client as possible. By understanding the fundamentals clients generally have much more confidence in their Retirement plans". Securities offered through LPL Financial, Member FINRA/SIPC E-mail Daniel at: daniel.wainwright@peakcapital.com *Daniel is Series 7, 66 and Group 1 licensed. He is licensed to do business in Texas, Louisiana, and Washington State.
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