How I Can Help You

Daniel provides operational support to the team by addressing clients’ questions and requests efficiently, educating them about firm resources and performing maintenance on their accounts. He believes in providing service with a servant’s heart, and he is motivated to deliver an exceptional client experience.

What Makes Me Knowledgeable

Daniel joined Pence Financial Group’s Monterey office in 2023 and has worked in the financial industry since 2021. Prior to joining the team, Daniel held roles at an estate planning attorney’s office, a local RIA firm and a broker-dealer, all of which contributed to the knowledge he shares with clients today. Daniel graduated from California State University, Monterey Bay with a bachelor’s degree in business administration.

Getting to Know Me

Outside the office, Daniel enjoys watching professional soccer, especially F.C. Barcelona and Monterey Bay F.C. He stays active by playing golf and soccer, going to the gym and lifting weights.