Daniel Smyth is a Lead Advisor for North Berkeley clients. He is well versed in financial strategy and works with clients to develop financial plans and implement investment strategies to reach their long-term goals.
Before joining North Berkeley, Daniel worked in institutional sales at Litman Gregory Asset Management. There he developed an understanding of mutual funds and alternative investments. Daniel transitioned into personal finance because he wanted to have a more impact on a personal level.
Daniel is a Los Angeles native and moved to the Bay Area to attend Saint Mary’s College of California. Soon after moving, he fell in love with the Bay Area and its melting pot of community, culture, and food. Daniel is an avid car enthusiast, athlete, and foodie; and is committed to his family that stretches from Los Angeles to Mississippi.
Education, Certifications, & Affiliations
- CFP® (CERTIFIED FINANCIAL PLANNER™) certification
- B.S. in Business and Administration & Economics, Saint Mary’s College of California
- Study Abroad Freie Universität in Berlin
- Member, Financial Planning Association (FPA)
- Member, Berkeley NAACP
The Certified Financial Planner Board of Standards owns the certification marks CFP® and Certified Financial Planner™ in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.