Daniel Lewis Email & Phone Number

Principal @ Foundation Wealth Management

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Daniel Lewis's Location

Caldwell, ID, US

Daniel Lewis's Work

Principal @ Foundation Wealth Management
Investment Manager @ Tradewinds Capital Management
Financial Advisor @ Edward Jones

Daniel Lewis's Education

Palisade High School
Boise Bible College
(Greek Language)

Daniel Lewis's Skills

Financial Modeling
Retirement Planning
Estate Planning

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401k
Investment Management
Investments
Microsoft Excel
Valuation
Financial Planning
Wealth Management

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Daniel Lewis's Summary

Daniel Lewis, based in Caldwell, ID, US, is currently a Principal at Firm Foundation Wealth Management, LLC, bringing experience from previous roles at Tradewinds Capital Management and Edward Jones. Daniel Lewis holds a Palisade High School. With a robust skill set that includes Financial Modeling, Retirement Planning, Estate Planning, 401k, Investment Management and more, Daniel Lewis contributes valuable insights to the industry. Daniel Lewis has 1 email and 1 mobile phone number on RocketReach.

Daniel Lewis Email Address

Found 1 email address listing:

@fwmria.com

Daniel Lewis Phone Number

Found 5 phone numbers:

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