Daniel Caycedo
Tax & Investment Strategist | Fiduciary Financial Planning | Systematizing The Wealth Building Process
- Role
- Chief Executive Officer at Da Capital
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Daniel Caycedo
My team of CayDen Financial, Tax, and Business Advisors and I help people proactively plan, save, and invest for financial success and to reach their financial goals. I love martial arts, agroforestry, and helping people systematically grow their wealth to achieve their own, unique, versions of financial Freedom. I co-founded CayDen Wealth Management in 2019 to provide high performing professionals, and their families, with fiduciary financial services to help them achieve Financial Freedom through Comprehensive Financial Planning and Wealth Management. We provide education, financial planning, tax planning, consulting, advising, and investment management.Read about what other clients think about working with us: https://g.page/r/CULmBtrU6tHyEB0/reviewLearn more at: of Science in Management | IRS Enrolled Agent | Chartered Financial Consultant® | Certified Behavioral Financial Advisor | National Social Security Advisor Certificate Holder | Series 65 licensed
Experience
Chief Executive Officer
Jan 2019 — Present · Broomfield, CO, US
Co FounderDaniel Alexander Capital Incorporated provides business management and consulting services to Financial Services companies with a focus on sustainable business practices and leadership that create long term shareholder value.Daniel Alexander Capital manages & owns:CayDen Wealth ManagementCayDen Consulting & Tax
Education
Bryant University
Certified Financial Planner Program (CFP)
2018 — 2019
Gies College of Business - University of Illinois Urbana-Champaign
Master of Science - MS, Accounting
2023
College for Financial Planning
Certified Financial Planner, Program
2016 — 2017
Gies College of Business - University of Illinois Urbana-Champaign
Masters of Science in Management
2020 — 2022
University of North Carolina Wilmington
Bachelor of Arts (B.A.), Political Science and Government
2009 — 2013
The American College of Financial Services
Chartered Financial Consultant Program (ChFC)
2020 — 2020
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