Verified recordFinancial Services

Daniel Leal

Wealth Advisor at Carson Wealth

Based in Omaha, United States

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Seniority

Manager

Department

Finance & Accounting

Location

Omaha

Industry

Financial Services

Company size

304

Contact information

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Email

1 credit

d•••••••@carsonwealth.com

Phone

5 credits

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Background

About Daniel Leal

I am a proud Colombian living in Nebraska that is passionate about helping people and families by making a meaningful difference in their life. My goal is to simplify the complicated world of investments and help you protect your hard earned assets while you enjoy the lifestyle you want.Now, as a Wealth Advisor with Carson Wealth, we help people have a smooth transition into retirement, small business owners, as well as families in the Nebraska area, who are ready to use their money to try to live the lives of their dreams and to help them pursue financial freedom. My job is to understand your goals, provide you with a realistic outlook, invest you appropriately, and then do everything in my power to help keep you on track. I am your biggest advocate for success! Apart from my passion and professional interest in finance I enjoy practicing, watching and talking about sports. I also serve as a women's gymnastics coach at Omaha Gymnastics Academy where I get to teach and help athletes accomplish their goals of going to college while also sharing my experience and what I learned as a gymnast for 12+ years.Other interests- I love helping out the community through volunteering and nonprofit events, especially the hispanic community. I'm currently on the board of directors at El Centro de las Americas where I also volunteer often- I love drinking coffee and meeting people- Watching and playing sports- Dancing- You can also probably find me enjoying a nice cigar at one of the lounges in townContact Me:402-3155891dleal@carsonwealth.com*Chartered Retirement Planning Counselor℠ and CRPC® are registered service marks of the College for Financial Planning.

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