Daniel Betzel has been advising clients in the legal and financial service industries since 1993. Daniel began his career as an estate planning and tax attorney. While working as an estate attorney, Daniel had numerous opportunities to work side-by-side with financial planners all across the city and state. As a result, he saw first-hand the many financial planning problems clients face. He quickly realized that there are many approaches to providing financial services to choose from and that they are NOT all equal.
In 2004, Daniel decided to take his legal training and experience and apply it exclusively to financial planning. He currently limits his practice to providing financial planning services to individuals and small business owners.
For the past 18 years, Mr. Betzel, J.D. has been helping individuals in areas of financial planning, investment planning and tax planning. In addition to working with individual clients, he has been a national trainer and has taught numerous seminars for the public on all areas of investment and financial planning.