Daniel Bates

Daniel was drawn to retirement planning specifically because of its profound impact on people’s lives, marking the culmination of years of hard work and dedication. However, without proper planning, this phase can become a source of stress and uncertainty, so he takes his role in the financial lives of his clients very seriously. Daniel believes that retirement planning is like preparing for a marathon — it requires preparation, pacing, endurance and keeping your eye on the prize.

Outside of work, Daniel enjoys time with his girlfriend, Nikki, and his family and playing golf. An Oviedo, Florida, native, he also loves exploring local theme parks.