Daniel R. Bennett, M.S. Finance, CIMA®

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, independent professionals, and international investors, bringing them solutions to the financial challenges they face in managing their business, growing their wealth and navigating investment opportunities.

His expertise in the pension and business planning markets separates him from most other wealth managers. With an emphasis on tax, he shows business owners how to achieve long-term financial goals with customized, strategic, tax-advantaged solutions that protect their present and future income and assets.

With a Masters of Finance from the London Business School followed by years of investment banking and investment management in Europe and the U.S., Daniel has earned a high level of expertise, along with essential insights into the unique financial challenges and concerns of business owners and investors.

Prior to co-founding Advanced Portfolio Strategies, Daniel spent several years in Lisbon and Madrid where he analyzed and valued companies and institutional investments for clients. He also spent several years in New York City as Managing Director and head of the institutional equity sales for Espirito Santo Securities, Inc., where he managed sales, trading and capital market distributions of Iberian investments with large investment firms across the U.S. He is also fluent in Spanish and Portuguese. This rich international background enables him to communicate the challenges and opportunities of global investing to our domestic and international clients as well as connect with the diverse cultural backgrounds of our clientele in Southern California and abroad.