Daniel Wallach is a CERTIFIED FINANCIAL PLANNER ™ and one of the founding partners of Beacon Wealth Advisors. Daniel was named by Forbes as a Top Next Generation Wealth Advisor in 2017, 2018 and 2019, and he has been in the financial services industry for over 16 years. His areas of experience include investment management, estate planning, financial planning, taxation and real estate. Daniel has worked as a Registered Principal and Financial Advisor with LPL Financial since 2010. Prior to LPL, Daniel spent 6 years working as a Senior Financial Advisor at Ameriprise Financial.
Daniel is a graduate of Wesleyan University where he earned a BA in Economics and Computer Science. At Wesleyan, he co-founded an investment club with the dual objectives of growing a portfolio funded through a grant from Oak Associates, as well as helping to educate fellow Wesleyan students on the principals of investing. He began his career in financial services just a week after graduation, having completed his licensing requirements while at Wesleyan.
Daniel lives in Weston with his wife Sarah, who is Chief of Staff for the Massachusetts Executive Office of Energy and Environmental Affairs, and his daughters Zoey and Maisy. In his free time he enjoys spending time with his family, traveling, rock climbing and training Brazilian Jiu Jitsu.
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