Daniel Guerrini CFP®


Daniel is a Planning Strategist for Alliance Global Partners.  

His responsibilities are to assist the Wealth Managers and Senior Planning Strategists with identifying and implementing Financial Planning strategies and enhancing client experiences by handling service interactions. 

Daniel is proud to hold the CERTIFIED FINANCIAL PLANNER™ certification.

To earn the CFP® designation, Daniel had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. Daniel also adheres to a professional Code of Ethics and fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends. 

Daniel is a graduate of Lander University. His previous employments as a Manager and Supervisor have helped him develop organizational and leadership skills that have prepared him well for the Financial Services Industry. 

Away from work, Daniel enjoys spending time with his wife, Anna and newborn son, Owen. He is a lifelong soccer player having played for his university team. He is also an avid golfer and enjoys staying healthy doing CrossFit.