Daniel Frankel
CFA®, CFP®
WeathCollab LLC
Financial Advisor
Daniel Frankel
CFA®, CFP®
WeathCollab LLC
Financial Advisor
While most chase the next exciting investment opportunity, a focus on the behavior surrounding your financial decisions is often the missing link between you and your financial objectives. - Daniel Frankel, CFA®, CFP®
Fee-Only Financial Planner located in Bellevue, WA and serving the Seattle, WA area and clients across the country
Daniel Frankel is a Bellevue, WA fee-only financial planner. WeathCollab provides comprehensive and objective financial planning and investment management to help analytically minded business owners and technology professionals organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Daniel Frankel is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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.
Daniel Frankel is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
WealthCollab was created to help analytically minded business owners and technology professionals achieve and maintain financial independence.
As a boutique firm, we take a uniquely personal and transparent approach to understanding and advising on your fundamental financial priorities. While making smart investment decisions is critical to success, a focus on other areas of your finances like taxes, budgeting, insurance needs, retirement contributions, savings targets and business/real estate interests can be just as important.
For this reason, our focus is to provide a comprehensive framework for aligning ALL your financial decisions with your objectives.
Unlike traditional firms, WealthCollab charges a fixed fee rather than a percentage of assets or commission schedule. In most cases, this better aligns our interests and saves clients money.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Daniel Frankel is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Daniel Frankel is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Daniel Frankel is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Daniel Frankel is a CFA® charterholder
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
Contact Daniel Frankel
Office Locations:
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1400 112th Ave SE
Suite 100
Bellevue, WA 98004
