Daniel Frankel (CFP®)

Additional Information

I am a CERTIFIED FINANCIAL PLANNER® with 10 years of experience helping professionals make smart, lasting financial decisions.  I am passionate about bringing a transparent, authentic and personal experience to my clients.

As Founding Principal of WealthCollab, I collaborate with clients to develop and implement an individualized framework for making prudent decisions in all areas of finance.  Ultimately, my goals are pretty straightforward, I want clients to meet their financial objectives and have confidence along the way.  To that end, I help clients manage cash flows, budgets, investments, real estate, taxes, debt and any other areas that effect their financial situation. 

As a child, I had an interest in finance and read way too many self-help financial books (yes, I was that dorky).  Some of the books definitely had some great advice, however, I immediately noticed how difficult it was to apply these concepts to an individual situation. For that reason, I dedicated my professional life to helping others navigate the financial landscape and digest the myriad of best practices, quick tips, and blog posts.  

I believe that everyone needs a financial and investment plan and, as such, WealthCollab offers services on an as needed basis catered to each clients’ specific requirements.  WealthCollab has no asset minimums and offers both ongoing and hourly comprehensive wealth planning services.

As an independent firm, WealthCollab charges on a flat fee rather than a percentage of assets or commission schedule.  In most cases, this better aligns our interests and saves clients money.