Meet Daniel
Daniel is a Sr. Financial Planner based in Houston, Texas. Prior to joining Mercer Advisors, he served as a Financial Planning Analyst for Ameriprise Financial and as a Client Service Associate for J.P. Morgan. Daniel is a CERTIFIED FINANCIAL PLANNER® professional and earned a B.S. degree in mathematics from University of Houston.
His working style
Daniel approaches financial planning with a client-first mindset. He prioritizes building strong relationships and gaining a deep understanding of what truly matters to each client. By focusing on their core values and goals, Daniel creates tailored strategies that cut through the noise and deliver clarity. His passion lies in helping clients realize their dreams — planning for a future they envision while ensuring they can enjoy a fulfilling lifestyle today. This balance of long-term vision and present-day optimization defines his thoughtful, personalized approach.
Daniel in real life
What keeps you busy outside of work?
Spending time with friends and family. Studying for additional designations or certifications.
Favorite thing about where you live?
I’m a native Houstonian and my favorite thing about the city is how diverse it is. I also love the food here and am always up for finding new restaurants and coffee shops.
What makes you tick?
Continuous improvement. I enjoy learning something new and getting better each day. Growing my skill set to better serve clients motivates me.
Ready to learn more?
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