Daniel Feldstein Financial Advisor in Lake Barrington, IL 60010

Daniel is a Senior Financial Advisor with 17 years of experience currently serving the Barrington, Hoffman Estates, Huntley and Algonquin areas. Whether his clients are looking to grow their personal wealth or protect it, Daniel helps develop customized financial plans that are tailored to each of their specific needs.

Prior to joining the BMO Investment Services team, Daniel worked as a Financial Consultant with Smith Barney. Daniel earned a Bachelor of Science degree in Business Marketing from Arizona State University. He is a CERTIFIED FINANCIAL PLANNER™, CERTIFIED RETIREMENT COUNSELOR® and Chartered Financial Consultant®. Daniel holds securities licenses 7, 63, and 65, held through LPL Financial along with his life, health and annuities insurance licenses.

Daniel is a current member of the Financial Planning Association. He lives in Buffalo Grove and has three children. Daniel enjoys playing golf, cooking and spending time with his family.

• Wealth Planning
• Investment Management
• Retirement Planning
• Insurance and Risk Management