Meet the Team
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Daniel R. Bennett, M.S. Finance, CIMA®
Managing Partner
drbennett@advancedportfolios.com
Language(s): English, Spanish, Portuguese
With over 25 years in the investment banking and financial services, Daniel Bennett relies on his deep financial markets experience to work closely with privately held businesses...
Glen A. Michel, MBA, ChFC®, AIF®, LUTCF®
Managing Partner
gmichel@advancedportfolios.com
Language(s): English, Japanese, Spanish
With over 29 years of international business experience, he provides advisory services in the areas of insurance, investments, pensions, business and estate planning. Deeply concerned with the...
Daniel M. Hart
Partner
Language(s): English
Daniel joined Advanced Portfolio Strategies in 2018 and became a Partner in January 2023. He manages operational tasks such as onboarding new clients, portfolio research, completing trades and CRM development. He is...
Gerwin de Haan
Account Executive
gdehaan@advancedportfolios.com
Language(s): English, Dutch
Gerwin joined APS in August 2023, stepping into the role of Account Executive. Currently, Gerwin is diligently working towards obtaining his Investment Advisor Representative license (Series...
Hiromi Tsukata, CBOM™
Operations Manager
Language(s): English, Japanese
Hiromi works as an Operations Manager to ensure smooth business operations as well as assist in servicing the firm’s clientele. Her main duties include assisting with case design and case follow-up...
Naomi Effron
CA Notary Public #2473414
CA Notary Public #2473414
Office Administrator
neffron@advancedportfolios.com
Language(s): English, Japanese, Hebrew
In the dynamic realm of office administration and client communication, Naomi shines as a beacon of efficiency and cultural sensitivity. Born and raised in the diverse tapestry of Torrance...