Daniel D. Joss
Senior Wealth Advisor and Financial Life Planner
- Role
- Co-author 10,080 Minutes Living what Matters One Week at a Time at Joss Brown Wealth Advisors
- Location
- Williamsburg, VA, US
- LinkedIn followers
- 500 followers
About Daniel D. Joss
We’ve seen it time and time again. Well-intentioned and good people become overwhelmed by…
Experience
Co-author 10,080 Minutes Living what Matters One Week at a Time
Jan 2016 — Present
Helping people through the difficult process of downsizing and making impactful life changes. In this book, Robin and I discuss our move to a better life. Join us as we walk you through the process of creating a meaningful lifestyle.
Education
Regent University
Master of Business Administration - MBA
University of Southern California
Bachelor of Science - BS
Skills
- Capital Markets
- Gifting Strategies
- Insurance
- Strategic Partnerships
- Social Media
- Budgets
- Life Insurance
- Etfs
- Finance
- Government Contracting
- Employee Benefits
- Process Improvement
- Equities
- Nonprofits
- Accounting
- Investments
- Investment Management
- Life Planning
- Iras
- Retirement
- Wealth Accumulation
- Asset Management
- Securities
- Cash Flow
- Public Speaking
- Estate Planning
- Long-Term Care
- Financial Services
- Marketing Strategy
- Customer Service
- Retirement Planning
- Data Analysis
- Cash Management
- Certified Financial Planner
- Financial Planning
- Credit Analysis
- New Business Development
- Healthcare
- Leadership
- Wealth Management
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