headshot of daniel wallach

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, 2019, and 2020, and he has been in the financial services industry for over 19 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.

Daniel lives in Weston with his wife Sarah, and his daughters Zoey and Maisy. In his free time he enjoys spending time with his family, traveling, and training Brazilian Jiu Jitsu.

Check the background of this investment professional on FINRA’s BrokerCheck.