Daniel Koppel (CFP®, MSFS)

Planning Specialties

Daniel, a CERTIFIED FINANCIAL PLANNER™ practitioner, welcomes new clients with a wide range of needs, helping them to make clear, grounded decisions with their money. As a result of his unique background, Daniel feels especially called to help those experiencing major transitions such as retirement, divorce, illness, or the death of a loved one. These are times that carry both emotional weight and financial complexity when people need both technical guidance and a steady, trusted presence.

Professionally, Daniel has been in the financial planning field since 2007 and has been a CERTIFIED FINANCIAL PLANNER™ professional since 2010. He earned a master's degree in financial services in 2015. Earlier in his career, Daniel served as a lead planner at a large financial services firm, where he developed retirement and estate plans and strengthened his ability to guide complex cases with precision. He has also served as an instructor for Boston University's Financial Planning Program. He has written and edited course content for its online curriculum, an experience that reflects both mastery of the material and a gift for clear communication.

Daniel is recognized for high standards and close attention to detail. He brings an "auditor's eye" to a plan, spotting errors, inconsistencies, and hidden risks before they become expensive problems. At Milestone, he values working with a close-knit team and building long-term relationships with a select group of clients who prefer steady guidance over noise, hype, or shortcuts.