Daniel Herraiz Email & Phone Number
Senior Financial Planning Consultant @ Raymond James
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Daniel Herraiz Location
- Saint Petersburg, FL, US
Daniel Herraiz Work
- Senior Financial Planning Consultant @ (October 2024 - Present)
- Assistant Vice President, Financial Solutions Advisor @ (May 2020 - October 2024)
- Financial Solutions Advisor @ (February 2020 - October 2024)
- Financial Advisor @ (August 2018 - October 2024)
- General Manager @ (October 2017 - August 2018)
- FOH Manager @ (May 2017 - October 2017)
- Marketing Manager @ (August 2016 - May 2017)
- Director of Marketing and Operations @ (January 2015 - August 2016)
Daniel Herraiz Education
- University of Florida
CFP® Certification Program
2024-2025 - Florida State University
Bachelor's Degree
- Christopher Columbus High School
High School
Daniel Herraiz Skills
- Asset Management
- Branding Client Engagement and Events
- Business Succession Planning
- College Education Planning
- Corporate Finance
- Corporate Retirement Planning
- Distance Runner and Marathon Finisher
- Employee Benefit and Business strategies
- Endurance Athletic Events
- Family Financial Advisor
- Finance and Investment
- Financial Strategies for Women
- Following the Markets
- Gardening and Fishing
- Hospitality
- Income Strategy During Retirement Years
- LGBT wealth planning
- Leadership Development
- Microsoft Office Specialist
- Multi-generational Family Wealth Advising
- Performance Improvement
- Personal Budget Guidance
- Philanthropic and Endowment Management
- Planning for individual retirement
- Professional Money Management
- Real Estate
- Retirement Cash Flow
- Retirement Plan Analysis for Business Owners
- Retirement and Career Transition Planning
- Sales and Marketing
- Small Business Strategies
- Spanish speaking
- Structured Finance
- Travel
- Triathlon Cycling Running Weightlifting
- Wealth Management Strategies and Guidence
- Wealth Planning and Investment Management
- Wealth Preservation
- Wealth Strategy for Families who own a Business
- Women in Transition
- Working with Business Owners
- Workplace retirement plans
- Yoga
Daniel Herraiz Summary
- Daniel Herraiz, based in Saint Petersburg, FL, US, is currently a Senior Financial Planning Consultant at Raymond James. Daniel Herraiz brings experience from previous roles at Merrill Lynch and Vale Food Co. Daniel Herraiz holds a 2024 - 2025 CFP® Certification Program @ University of Florida. With a robust skill set that includes Asset Management, Branding Client Engagement and Events, Business Succession Planning, College Education Planning, Corporate Finance and more. Daniel Herraiz has 1 emails and 1 mobile phone numbers on RocketReach.
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