Daniel Kean

Buckingham Strategic Wealth

Associate Wealth Advisor

Daniel Kean

Buckingham Strategic Wealth

Associate Wealth Advisor

As a fee-only wealth advisor, we like to look at the big picture together to make sure you meet all your personal and family goals. - Daniel Kean

(949) 752-7997

Forever standing on the side of our clients.

Meet Daniel Kean

As an associate wealth advisor, Daniel Kean works with clients through Buckingham’s Irvine office to help them confidently achieve a more secure financial future for themselves and their families. This is executed by crafting a thoughtful plan that gives clients the best odds of reaching their most important goals, regardless of what happens in the financial markets day-to-day or week-to-week. Daniel focuses on ongoing portfolio construction analysis and wealth planning analysis for clients, keeping a watchful eye to ensure plans stay relevant as changes occur over the course of clients’ lives.

Daniel enjoys being part of a collaborative environment of passionate, academically driven colleagues fundamentally dedicated to doing the right thing for clients.

Prior to joining Buckingham Strategic Wealth, Daniel served as an investment advisor representative and portfolio analyst at Madrona Financial Services, where his focus was assessing client retirement needs and developing a plan to help them achieve their goals. Daniel also served as an analyst on the investment committee and was an integral part of firm-wide strategic business development campaigns.

Daniel earned a B.A. in economics from the University of California, Irvine. He and his wife, Whitney, live with their sons, James and Oliver, in Orange County.

Daniel Kean 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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Contact Daniel Kean

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Clear Form
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Message Sent! Your message info will be displayed in other advisor contact forms to make it easy to send to multiple advisors. We do not share your message content beyond the advisors you choose.

Office Locations:

  • 3 Park Plz
    Ste 420
    Irvine, CA 92614

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser