Daniel Gonzalez-Maisonet, CPA, PFS, MBA
Managing Partner, Financial Planner & Wealth Management Advisor
420 Avenida Ponce De Leon Ste 313
San Juan, PR 00918
gonzalezd@ceteranetworks.com
Daniel is a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS) through the American Institute of Certified Public Accountants (AICPA); has extensive experience in public accounting, tax advisory and financial services; also he holds FINRA securities registrations Series 7, 24, 66 and a Finance Master in Business Administration (MBA). Also holds life, health, disability, variable, property and casualty insurance licenses.
Daniel is the Director of the financial planning and wealth management practice: Fulcro Fiducial. Also, he is currently registered as an Investment Adviser Representative/Financial Planner through the independent Cetera Advisor Networks, LLC.
Securities and advisory services offered through Cetera Advisor Networks LLC, Member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity. For a comprehensive review of your personal situation, always consult a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give personal, legal or tax advice.
The PFP Champions program is voluntary with the purpose being participate by promoting PFP Section resources , events, and social media postings. Serve as the local point of contact in your state for those seeking information about the PFP Section or PFS credential, including its benefits and requirements. Liaison with your state society, local organizations, and colleges and universities by sharing ideas, evolving needs and resources. Participation in this program is not a guarantee of future investment success. This program should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party program.
Interested in contacting one of our PFP Champions?
Contact a champion in your area to discuss the PFS™ credential, the PFP Section, developing PFP issues in your area that impact our profession or interest in adding to your peer network.