Daniel is part of the Short Wealth Management Group (SWMG). Collectively, the team has over 55 years of experience in servicing the needs of affluent families, retiring professionals, and successful business owners. He successfully assists clients in managing all aspects of their wealth planning needs, through both good and often challenging market conditions along with his partner Senior Vice President and Senior Managed Account Consultant John Short III.

With a well-defined wealth management process, backed by the global resources of UBS, Daniel focuses on financial planning, retirement planning, banking & lending, and portfolio construction. Accompanied by his senior partner, he and his team deliver customized investment solutions tailored to each of their valued clients' needs and goals.

Daniel prides himself on developing strong ongoing relationships with each client; understanding their needs, so he and his team can provide financial guidance as life situations change. Such areas include College savings, home purchases, transition of wealth, and retirement.

Growing up in Thousand Oaks, Ca. Daniel earned a Bachelor of Science Degree in Business Administration from California Lutheran
University, graduating Magna Cum Laude with an emphasis and Departmental Distinction in Finance. He currently holds the Series 7, 66, Long Term Care, Life, Accident and Health Insurance licenses. Daniel continues ongoing training and education to provide the latest knowledge and expertise.

Currently, Daniel volunteers with the Hospice of the Conejo, and is a member of the Community Funding Review Committee for the city of
Thousand Oaks. His community involvement extends with the American Cancer Society and Rolling Thunder (an organization that supports our local veterans). In his spare time, he pursues his passion for Health and Fitness, and athletic training.


Daniel currently resides in Thousand Oaks, Ca.

• Magna Cum Laude - California Lutheran University
• B.S Business Administration & Finance Emphasis - California Lutheran University

• Series 66 - Uniform Combined State Agent
• Series 7 - General Securities Representative
• Long Term Care - State of California (#0M74292)
• Life & Health Insurance - State of California (#0M74292)

AZ, CA, CO, FL, IL, MO, NC, NJ, NV, TN, VA, WA