Daniel Frankel
Fixed Fee Financial Planner - Principal at WealthCollab
- Role
- Founding Principal at Wealthcollab Llc
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Daniel Frankel
I am a CERTIFIED FINANCIAL PLANNER® with over 15 years of experience helping…
Experience
Founding Principal
Jun 2015 — Present · Seattle, WA, US
WealthCollab was created to help professionals construct and implement a lasting framework for managing their personal finances.
Education
Denison University
Bachelor of Arts (B.A.), Mathematics and Economics
2002 — 2006
Lorenzo de' Medici
Study Abroad in Italy
2004 — 2004
UW Foster School of Business
Master of Business Administration (M.B.A.)
2015 — 2018
Skills
- Financial Modeling
- Financial Analysis
- Personal Tax Planning
- Retirement Planning
- Wealth Management
- Charitable Gift Planning
- Strategic Financial Planning
- Investments
- Asset Management
- Fixed Income
- Intergenerational Wealth Transfer
- Portfolio Management
- Business Planning
- Estate Planning
- Finance
- Investment Strategies
- Alternative Investments
- Investment Management
- Debt Management
- Investment Advisory
- Insurance
- Asset Allocation
- Risk Management
- Equities
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