Daniel Gorelik

I an extremely outgoing individual who is passionate about what they do. I excel in the financial industry with a complete understanding of financial acumen as well as managing relationships with my clients. I drive results for the business as well as my clients needs and goals. I accomplish this through being professonal,  organized, and  keepup with financial markets and trends. In my time outside of work, I enjoy traveling, exploring new authentic cuisines around the world, and am an avid skier in the winter and love to  paddle board in the summer. I am a lover of nature and doing activities which keep my outdoors. 

I have 5 years of industry experience dealing specifically with ultra - high net worth clientele. This typically ranges between $5 - $25 million of assets under management. I am an expert in financial planning, asset management, generational wealth planning, estate planning, charitable contributions and distributions as well as creating portfolios which fit my client's needs. 

I graduated with a 4.00 (Summa Cum Laude) with a Bachelor's degree in Finance from the University of Maryland. Additionally, I am a licensed financial advisor holding the Series 6, 7, 63, and 66. Lastly. I am currently studying for my certifications to become a CFP AND CFA ( Certified Financial Planner, Chartered Financial Analyst, respectively).