Daniel Gonzalez-Maisonet, CPA/PFS, MBA

Daniel is a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS) through the American Institute of Certified Public Accountants (AICPA); has extensive experience in public accounting, tax advisory and financial services; also, he holds FINRA securities registrations Series 7, 24, 66 and a Finance master's in business administration (MBA). Also holds life, health, disability, variable, property and casualty insurance licenses.

Daniel is the Director of the financial services and wealth services practice: Fulcro Fiducial. Also, he is currently registered as an Investment Adviser Representative/Financial Planner through the independent Cetera Wealth Services, LLC.

Also, he is a Continued Education Instructor at the Puerto Rico State Society of CPA’s who enjoys teaching other professionals in his areas of experience, such as: Comprehensive financial planning, tax management and retirement strategies.

_{*CPA Authorized for accountancy services in: PR}

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Wealth Services, LLC nor any of its representatives may give legal or tax advice.