Daniel Frankel| CFP®
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Bellevue, WA 98004
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Daniel Frankel is a Seattle, WA Fee-Only Financial Planner located in Bellevue serving the entire area, and clients across the country. WeathCollab specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Daniel Frankel is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Daniel Frankel is a Fee Only Financial planner in Bellevue, WA. Daniel Frankel is a NAPFA-Registered Financial Advisor.
I am a CERTIFIED FINANCIAL PLANNER® with 10 years of experience helping professionals make smart, lasting financial decisions. I am passionate about bringing a transparent, authentic and personal experience to my clients.
As Founding Principal of WealthCollab, I collaborate with clients to develop and implement an individualized framework for making prudent decisions in all areas of finance. Ultimately, my goals are pretty straightforward, I want clients to meet their financial objectives and have confidence along the way. To that end, I help clients manage cash flows, budgets, investments, real estate, taxes, debt and any other areas that effect their financial situation.
As a child, I had an interest in finance and read way too many self-help financial books (yes, I was that dorky). Some of the books definitely had some great advice, however, I immediately noticed how difficult it was to apply these concepts to an individual situation. For that reason, I dedicated my professional life to helping others navigate the financial landscape and digest the myriad of best practices, quick tips, and blog posts.
I have been fortunate to have a varied career in wealth management, I have worked for a couple large firms and helped to start a smaller firm serving technology executives in Portland, OR. Recently, my wife and I got married and decided that it made sense to move closer to family and relocate to the Greater Seattle Area.
I graduated from Denison University with a degree in Math and Economics. As I value ongoing education, I am currently pursuing an MBA at the Foster School of Business at University of Washington.
I founded WealthCollab to bring an authentic, transparent and straightforward approach to wealth management for individuals and families. Over the past 10 years, I have seen the benefits of a collaborative planning and investment process.
While it is very important that your investment strategy align with your overall objectives, many of the biggest financial decisions are beyond the scope of simply managing your portfolio. WealthCollab works with you to make ALL your financial decisions based on a structured and results driven framework.
I believe that everyone can benefit from working with an experienced professional for a reasonable price. For that reason, WealthCollab is setup to work with anyone regardless of their income, assets or net worth.