Daniel Bierals

About Daniel Bierals

I have over 20 years of experience as an advisor and equities trader in the financial services industry. I have extensive knowledge of the financial markets and have helped hundreds of clients achieve their goals through our unique risk management strategy and financial planning process. We help our clients navigate through a complicated and ever-changing investment landscape. Our disciplined process consists of four phases: • Discovery - Get to know one another and focus on specific needs • Strategy - Develop an effective, long term investment strategy and financial plan • Implementation - Put the investment strategy in motion • Monitoring and Adjusting - Monitor accounts and ensure the strategy is performing as intended Our goal is to provide \"peace of mind\" for our clients. Please feel free to call my office at (973) for a complimentary strategy session or invite me to connect via LinkedIn.

Experience

1. Financial Advisor and Registered Representative

   O\'dowd Bierals Wealth Advisors, Llc

   May 2012 — Present · Morristown, NJ, US

   As a trusted financial professional, I advise my individual and business clients on financial matters including investments, insurance, estate conservation strategies, divorce planning, tax savings, and retirement planning. Through the use of our risk management strategy, I assist in establishing financial plans and implement strategies consistent with each client\'s unique financial situation. My goal is to develop long term relationships with my clients based on trust and help them to live comfortably in retirement.Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. This message and any attachments contain information, which may be confidential and/or privileged, and is intended for use only by the intended recipient, any review; copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately and (ii) destroy all copies of this message. If you do not wish to receive marketing emails from this sender, please reply to this email with the word REMOVE in the subject line.

Education

• Muhlenberg College

  BA

  1987 — 1991

Skills

• Sales
• Small Business
• Securities
• Coaching
• Finance
• Series 7
• Retirement
• Risk Management
• Estate Planning
• Insurance
• Wealth Management
• Series 63
• Financial Services
• Equities
• Credit
• Portfolio Management
• Finra
• Mutual Funds
• Trading
• Retirement Planning
• Investments
• Fixed Annuities
• Asset Management