Daniel A. Conners

WORK HISTORY

EDUCATION

ABOUT DANIEL A. CONNERS

As a Partner at AlphaCore Wealth Advisory, with over 42 years of experience in the wealth management industry, I provide comprehensive financial planning, portfolio management, and corporate finance services to high-net-worth individuals, families, and businesses. My core competencies include asset allocation, risk management, investment strategy, retirement planning, estate planning, and business succession planning. I have a passion for helping my clients achieve their financial goals and objectives, while adhering to the highest standards of fiduciary responsibility, ethics, and professionalism. I have also held senior positions at enTrust Wealth Advisors, UBS, Morgan Stanley, Conners Capital Management, Prudential Securities, and Lehman Brothers, where I developed and managed customized portfolios for a diverse client base, and delivered exceptional results and service. I have a Bachelor of Business Administration in Business Economics from the University of San Diego, and I am continuously learning and updating my skills and knowledge in the dynamic and complex financial environment. I am proud to be part of the AlphaCore Wealth Advisory team, where we share a common vision of providing holistic, personalized, and transparent wealth management solutions to our clients, and creating lasting and meaningful relationships with them. I am also committed to giving back to the community and supporting various charitable causes and organizations.