Daniel J. Esquirell

Partner, Senior Financial Advisor

Daniel Esquirell is a Partner, Senior Financial Advisor with Wescott and is responsible for the preparation and the ongoing management of clients’ financial plans, annual financial updates and investment portfolio reviews, recommendations and implementation.  Committed to designing optimal paths for his clients to live their ideal lives, Daniel’s expertise focuses on multi-faceted, comprehensive financial planning, retirement planning, tax, estate planning and investment management.

He is a member of Wescott’s Portfolio Strategy Group, which oversees the firm’s dynamic investment strategies, ongoing due diligence of Wescott’s investment managers and asset allocation design.

Prior to joining Wescott, Daniel was a Senior Financial Planner and Director of Financial Planning & Investment Advisory at Asset Planning Services, Ltd. (APS).  There, he was responsible for developing and presenting financial plans to individual clients as well as overseeing client investment portfolios.  As a Certified Financial Planner™ (CFP®) and a Certified Public Accountant (CPA), he brings over 30 years of financial planning, wealth management and accounting experience to the Wescott team.

A graduate of Bob Jones University, Daniel earned his Bachelor of Science degree in Accounting. He went on to receive his Master of Business Administration (MBA) degree, with a concentration in finance, from Clemson University.  Within the profession, he is an active member of the Financial Planning Association (FPA).

Daniel resides in Harleysville, Pennsylvania.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S. which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

 

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