Daniel M. Hart

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 deeply involved in developing his book of business and helping clients achieve their goals. Besides working towards breaking 90, Daniel is pursuing the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations through the American College.

Prior to joining the firm, Daniel attended The University of Arizona where he earned a bachelor's degree in Economics and a minor in Finance.  At the University of Arizona, Daniel was involved in Greek life and student clubs such as the Eller Service Honorary and Investment club. Daniel is pleased to be living and working in his home town of Torrance, California where he grew up and graduated from South Torrance High School. In his free time, Daniel enjoys snowboarding, golfing, and playing beach volleyball.