Daniel Smyth, CFP®

About Daniel Smyth, CFP®

Daniel Smyth is an Associate 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. Daniel is a primary resource for our clients alongside the Lead and Senior Advisors.

Back to the Future: Electric Vehicles

By |2023-01-27T14:07:54-08:00January 27th, 2023|

If you enjoy having the latest technology and you’re willing to pay a slight premium for that experience, or you hate paying for gas and like the idea of fighting against climate change, then the new landscape of EVs provides some enticing options.

Tender Offers: The New IPO

By |2021-11-19T14:28:13-08:00November 5th, 2021|

Tender offers provide employees of pre-IPO companies the opportunity to sell some shares while a company is still private. It's a strategy the benefits both the company and its employees.