Daniel Milan serves as the Managing Partner at Cornerstone Financial Services, LLC (CFS), where he leverages over a decade of experience in the financial sector to provide comprehensive wealth management and financial planning solutions. Under his leadership, CFS has established a reputation for its client-centric...
Daniel Milan serves as the Managing Partner at Cornerstone Financial Services, LLC (CFS), where he leverages over a decade of experience in the financial sector to provide comprehensive wealth management and financial planning solutions. Under his leadership, CFS has established a reputation for its client-centric approach, emphasizing the importance of understanding each client's unique financial landscape. Daniel's expertise spans a wide array of services, including asset management, estate planning strategies, and tax-efficient business succession planning. His commitment to delivering tailored portfolio management ensures that clients receive strategies that align with their specific goals and risk tolerance.
One of Daniel's key projects involves developing sophisticated financial planning frameworks that integrate investment services with employee benefits planning, allowing clients to maximize their financial potential while minimizing tax liabilities. He is particularly adept at navigating the complexities of executive compensation strategies and retirement planning, helping individuals and corporations alike to secure their financial futures. Additionally, Daniel has played a pivotal role in non-profit consulting, guiding organizations in establishing sustainable financial practices that support their missions.
With a strong foundation in securities management and insurance strategies, Daniel Milan is dedicated to providing unbiased financial advice that empowers clients to make informed decisions. His holistic approach to wealth management not only addresses immediate financial needs but also lays the groundwork for long-term success, making him a trusted advisor to families, individuals, and corporations seeking to enhance their financial well-being.
