Meet Daniel
Daniel is a Financial Planner based in New York, New York. He joined Mercer Advisors in 2026. He spent seven years working in education, earned a B.S. degree in accountancy from the University of Illinois at Urbana-Champaign, and completed the Personal Financial Planning Certification program at the University of Colorado, Boulder. Daniel is energized by turning complex financial situations into thoughtful, well-constructed plans that give advisors a strong foundation for meaningful client conversations.
His working style
Daniel is known for bringing people together with thoughtfulness, curiosity, and genuine care. He asks questions not only to understand the numbers, but to understand what matters most to the people behind them. His background in education and coaching shapes the way he works, particularly his ability to simplify complex ideas, build understanding, and help others make informed decisions.
Daniel in real life
What keeps you busy outside of work?
I’m an avid runner, skier, hiker, and scuba diver who loves exploring the world, and I’ve been fortunate to visit more than 40 countries. I love cooking and finding ways to make traditional recipes healthier without sacrificing flavor. Above all, I’m passionate about continuous growth, both personally and professionally.
What makes you tick?
I’m motivated by helping people achieve the goals that matter most to them. As an educator, coach, or financial planner, I’ve always found fulfillment in building meaningful relationships and empowering others with the knowledge, confidence, and guidance they need to succeed.
How do you give back?
Giving back is one of my core values. I serve as a mentor to young people in my community and provide guidance through local organizations. Coaching high school athletics has been one of the most rewarding ways I’ve contributed.
Daniel’s snapshots
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