Daniel Reuben, CFP®

As a Family Advisor, Daniel serves as a trusted partner to business owners, multi-generational families, and their advisory teams, helping them navigate complex financial decisions with clarity and confidence. He specializes in building integrated wealth strategies that align with each client’s unique goals—whether that’s sustaining a legacy, preparing for a liquidity event, or optimizing long-term planning.

Daniel brings deep experience in cash flow modeling, business succession planning, tax-efficient wealth transfer, charitable giving, and portfolio management. He collaborates closely with clients’ CPAs, attorneys, and other key advisors to ensure thoughtful, coordinated outcomes.

Prior to his current role, Daniel worked at Pathstone, advising prominent families on the complexities of intergenerational wealth. A native of the Pacific Northwest, he earned his B.A. in Economics from the University of Kentucky and is a CERTIFIED FINANCIAL PLANNER™ professional.

Daniel is committed to an active and balanced life—he has completed an IRONMAN triathlon, an experience that reflects his focus, perseverance, and long-term mindset. He values quality time with friends and family, which helps ground his work in what matters most to the clients he serves.