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Daniel Spector-Franson, CFP®

Daniel Spector-Franson, CFP®

Financial Planner

Daniel appreciates the puzzle that makes up a comprehensive financial plan. Our lives are dynamic, and a good plan builds in the space for you to pivot. Daniel works hard to empathize with and address his clients’ goals, fears, and needs to achieve their short and long-term financial goals.  

After a decade of experience working in education, team building, and nonprofit management, Daniel set his sights on comprehensive financial planning and is now a CFP® professional. Daniel creates financial plans which empower his clients to make informed financial decisions that are consistent with industry best practices. His focuses include risk management, investment planning, education and retirement planning, income tax strategies, and estate planning.  

Financial Planning is not just for the wealthy. Daniel will work with individuals and families that are inspired and motivated to take a step forward and put the puzzle pieces together.   

Daniel earned a BA from Indiana University and an Executive Certificate in Financial Planning from Santa Clara University. Daniel is a Registered Representative, Investment Advisor Representative, CFP® Professional and Certified in Permaculture Design.

Daniel lives in San Ramon, CA with his wife and their baby girl. Together they enjoy gardening, hiking, musical theatre, college football, and spending time with family. Daniel says there are 3 rules that ensure you enjoy an experience: (1) take care, (2) try something new, and (3) have fun.

CA Insurance License #4015152

Retirement dream:  
My retirement dream is to have a massive garden, visit all 50 states, and attend a basketball game in every professional stadium.