Daniel L. Seltzer
CFP and Wealth Manager

You will find that Dan brings a unique perspective to the practice of financial planning, impacted by his military service. As a member of a five-man reconnaissance team, Dan learned the meaning of a “360-degree battlefield.” In the evolving financial landscape, new threats to your success are always emerging. If you are like many of our clients, you aspire to a work-optional lifestyle. But the path to that goal is full of obstacles.   

Driven by a passion for helping you engineer strategies to manage your financial future, Dan leads you through a proven planning process that is both relational and thorough. Through our discovery process, we review all aspects of your financial world to uncover the knowns and unknows. What this means to you is a personalized, 360-degree life map based solely on your needs and objectives. The benefit to you is a sense of confidence that your money is working to achieve your goals in the most efficient way.

Dan specializes in the construction, implementation, and monitoring of our client’s portfolios, holistic financial planning, and client education. He utilizes the goal-oriented and mission-focused approach learned in the military to implement sound financial plans. Partnering with his father, Thomas L. Seltzer, they have more than 30 years of combined experience in the financial services industry working with professionals, families, and businesses to help them plan for the future. He is an active member of the Financial Planning Association (FPA) of San Antonio & South Texas. The mission of the FPA is to champion excellence and high ethics in the practice of financial planning and to promote the value of the CFP® mark as the cornerstone of the financial planning process.