I help individuals, families, and business owners create clear, practical financial strategies designed to build, protect, and ultimately distribute wealth with purpose.
My work focuses on comprehensive financial planning, including:
- Wealth accumulation and asset allocation
- Tax diversification strategies
- Capital preservation and risk management
- Retirement income planning
- Legacy and estate planning
Through Equitable Advisors, I also specialize in life insurance, disability planning, and long-term care solutions, along with designing group retirement plans, employee benefits, and executive compensation strategies for business owners.
With my tenure in the financial services industry and a Bachelor of Science in Economics, I’ve built my approach around one core belief: financial decisions should be grounded in logic, clarity, and long-term thinking—not emotion or short-term trends. My background in investment research reinforces this philosophy and helps clients make confident, informed decisions.
I primarily work with two groups I care deeply about:
- Private sector professionals, navigating stock options, tax strategies, and retirement planning
- Educators and public employees, who benefit from thoughtful guidance around 403(b), pension coordination, and long-term financial structure
Each group faces unique challenges, and I take pride in helping simplify those complexities.
My process is straightforward: we start by understanding where you are today, then build a personalized roadmap aligned with your goals. I believe that when you truly understand your financial picture and the purpose behind each strategy, you’re empowered to move forward with confidence.
Just as important, I aim to create an environment where you feel comfortable having honest conversations about money. These decisions impact your future, your family, and your legacy. You deserve a partner who treats that responsibility with clarity, care, and respect.
Outside of work, I’m a bit of a sports fanatic. I enjoy snowboarding, trying new craft beers, and watching the occasional educational documentary on Netflix.
If you're looking for a communicative, results-driven advisor, or, simply want to learn more - I’d be glad to connect.
📩 daniel.greenfield@equitable.com
CA Insurance License #4040169