Financial Advice that Makes the Complex Simple.

Meet Daniel


Daniel Leal, CRPC®, Wealth Advisor, provides clients with an intentional listening ear and uses what he learns to design a personal plan. Daniel believes in the value of listening to clients, learning about their lives and their lifestyle, growing a genuine relationship with his clients and understanding their situation. 

He graduated from the University of Nebraska-Lincoln with a double major in economics and marketing. Shortly after graduation, he started working as a financial advisor at Merrill Lynch where he gained his Series 7 & 66 registrations and eventually his CRPC® certification. 

Apart from the investment world, Daniel is a gymnastics coach who was part of UNL’s men’s gymnastics team. 

A competitive and outdoorsy person, Daniel enjoys playing in volleyball or soccer leagues in summer, golfing, camping with friends and going on spontaneous runs with his wife. He also  loves to catch up with his sister, mother and his father who still live at home in Cali, Colombia.

Daniel Leal is not registered with Cetera Advisor Networks LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is in no way related to Cetera Advisor Networks or its registered representatives.