Daniel Boehm

Financial Advisor at Strategic Financial Group

Role
Financial Advisor at Strategic Financial Group
Location
Houston, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Daniel Boehm

Daniel Boehm, Financial Advisor, MassMutual Greater HoustonDaniel Boehm is a Financial Services Professional with MassMutual Greater Houston. Born and raised in Sugar Land, Texas, Daniel is a native Texan who values and understand the importance of having a proper financial strategy in place.Daniel is committed to providing clients with the resources needed to make financial decision and prides himself in getting to know each client so that he can understand their individual needs and what matters most to them. This helps him recommend products and strategies designed to meet their current needs, and more importantly, their future needs. His focus is to work with individuals and families to help build their financial literacy along reaching their financial goals.Daniel is a Texas Tech University graduate with a bachelor’s degree in Personal Financial Planning.Daniel is the youngest of three and is an uncle to four nieces and two nephews. During his free time, he enjoys watching the Astros and Texas Tech sports, bowling, and spending time with family.CRN20••••••••99

Experience

  1. Financial Advisor

    Strategic Financial Group

    Jan 2022 — Present · Houston, TX, US

Education

  • Texas Tech University

    Bachelor's degree, Personal Financial Planning

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Daniel Boehm — Financial Advisor at Strategic Financial Group in Houston, TX, US | Unifers