Daniel S. Valenzuela is a Senior Financial Advisor, who joined Merrill Lynch Wealth Management in 2010, and graduate from the University of Southern California's Marshall School of Business. He focuses on advising high net worth clients and business owners on wealth accumulation, preservation and transfer through the creation of individually customized wealth management strategies utilizing a defined process. The approach is tailored to each specific relationship in order to provide an open and transparent strategy to the client’s financial future.

Daniel has assembled a team of professionals, to assist with portfolio development, wealth & retirement planning, estate & education planning services, liability management, tax minimization, bank & lending options through Bank of America, N.A., and asset preservation. His team strives to address and answer all questions and concerns.

He is a qualified Portfolio Advisor who, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch Wealth Management or approved third- party investment managers’ strategies, funds or portfolios. Before any financial decisions are made, he takes time to fully understand you and your most important goals. With this intimate knowledge, Daniel is able to help establish objectives and develop an appropriate strategy while recommending strategies that draw upon the breadth and depth of Merrill.

Daniel was born and raised in Southern California and currently resides in Downtown Los Angeles.