Daniel Gaston Email & Phone Number
Financial Consultant
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Daniel Gaston Location
- Santa Barbara, CA, US
Daniel Gaston Work
- 1997 -now Financial Advisor @
- 1993 -1997 Financial Consultant and Tax Preparer @ Swisher & Schumann LTD
- 1997 -now Financial Consultant @ Cetera Advisor Networks LLC
Daniel Gaston Education
- University of Illinois at Urbana-Champaign
BS (Finance and Economics)
1989-1993 - Waubonsie Valley High School
Daniel Gaston Skills
- Financial Advisory
- Financial Planners
- Public Speaking
- Personal Tax Planning
- Estate Tax Planning
- Retirement Planning
- Financial Planning
- Sales
- Finacial Management
- Tax
- IRS Enrolled Agent
- Healthcare
- Finance
- Strategic Planning
- Mutual Funds
- Uniform Combined State Law
- Strategic Financial Planning
- High Net Worth Individuals
- Microsoft Office
- Microsoft Excel
- Certified Financial Planner
- Customer Service
- Financial Analysis
- Personal Financial Planning
- Tax Preparation
- Management
- Personal Finance
- Project Management
- Series 7
Daniel Gaston Summary
- Daniel Gaston, based in Santa Barbara, CA, US, is currently a Financial Consultant at Cetera Advisor Networks LLC. Daniel Gaston brings experience from previous roles at Santa Barbara Coastal Advisors and Swisher & Schumann LTD. Daniel Gaston holds a 1989 - 1993 BS in Finance and Economics @ University of Illinois at Urbana-Champaign. With a robust skill set that includes Financial Advisory, Financial Planners, Public Speaking, Personal Tax Planning, Estate Tax Planning and more. Daniel Gaston has 1 emails and 1 mobile phone numbers on RocketReach.
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