Daniel  Elie

Daniel Elie

| CFP®, MBA, LLM

DAGEL Financial, Inc.

Fee-Only Financial Advisor serving Miami, FL area.

Specialties

  • Fee-Only Financial Services
  • Free Initial Consultation
  • Comprehensive Financial Planning
  • Retirement Plans for Businesses
  • Portfolio Advice
  • Insurance Analysis
  • Education Planning
  • Charitable Giving and Trusts
  • Estate Planning

Visit Us

8900 SW 117th Avenue
Suite C-108
Miami, FL 33186

Daniel Elie is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Daniel Elie - Founder and Principal of Dagel Financial.

With more than 2 decades of experience, I can help you avoid the most common planning mistakes and maximize your chances of reaching your financial goals.
 
I am the principal/founder of Dagel Financial, a Certified Financial Planner practitioner.
The comprehensive training I have received in all aspects of financial planning, divorce planning along with an MBA and a Masters of Laws degree give me a solid foundation from which to serve my clients. I have also worked as an income tax preparer and taught income tax preparation classes. I currently teach a series of 4 non-credit Financial Planning classes at Miami Dade College (Kendall Campus).
 
I am extremely committed to providing objective advice to my clients, which is why I have selected the fee only service model that requires that I offer no additional products or services and accepts no commissions or third-party compensation - just an hourly fee. Dagel Financial gets paid only for the assistance and advice we provide. Our guidance is straightforward, objective and free from any potential conflicts of interest regarding compensation.
 
As a Certified Financial Planner® professional, I have passed rigorous education, examination and experience requirements. I maintain an ongoing continuing education program and swear to the CFP Board of Standard’s Code of Ethics.
 
With my Divorce Planning backgroud, I can offer sound financial advice for managing such a critical life change.
 
Before establishing Dagel Financial, I served my Miami-area clientele as a financial advisor for American Express Financial Advisors Inc (now Ameriprise), First Union Securities Inc (now Wachovia) and SunTrust Securities Inc.