Daniel Herraiz
Senior Financial Planning Consultant | Wealth Planning and Investment Management
- Role
- Senior Financial Planning Consultant at Raymond James
- Location
- St. Petersburg, FL, US
- LinkedIn followers
- 500 followers
About Daniel Herraiz
As a Senior Financial Planning Consultant with a passion for client-centered, fiduciary-level service, I empower clients to achieve financial independence through strategic, personalized planning. My career is built on a commitment to understanding each client’s unique needs, helping them navigate complex financial landscapes, and aligning their financial plans with their life goals.At the heart of my approach is a commitment to building trusted relationships. I believe the most impactful financial strategies are created through a deep understanding of my clients—their goals, values, and concerns. By fostering open, ongoing communication, I aim to be more than an advisor; I strive to be a partner in my clients’ financial journeys, working with them to protect, grow, and transition their wealth in ways that truly reflect their aspirations.In my current role with Raymond James’ Private Wealth Advisory team, Harring Planning Group, I collaborate with a talented group of professionals dedicated to delivering excellence in client service and financial strategy. Together, we provide tailored solutions designed to help clients secure and maximize their wealth over the long term, with a strong focus on life-aligned financial decisions.If you’re interested in connecting to explore how we can work together to shape a secure and prosperous financial future, I’d be happy to connect.
Experience
Senior Financial Planning Consultant
Oct 2024 — Present · St Petersburg, FL, US
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htmRaymond James & Associates, Inc, Member New York Stock Exchange/SIPC
Education
Florida State University
Bachelor's Degree
University of Florida
CFP® Certification Program
Christopher Columbus High School
High School
Skills
- Purchase Orders
- Time Management
- Customer Service
- Product Marketing
- Social Networking
- Social Media Marketing
- Event Planning
- Microsoft Excel
- Powerpoint
- Inventory Management
- Teamwork
- Microsoft Word
- Public Speaking
- Marketing
- Social Media
- Marketing Strategy
- Online Marketing
- Microsoft Office
- Leadership
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