Hi! I'm Daniel Heidel, Candidate for CFP® and CKA Certification

When I began my career in financial planning, I set out to achieve the highest standards of competency, passing the CFP® exam and work for a major firm. Now I realize that the true value of a financial advisor is taking the knowledge I have and using it to help clients find confidence and purpose at a cost lower than major firms can offer and with more value than most advisors bring.