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portrait of Daniel Wanous
FINANCIAL ADVISOR

Daniel Wanous

CFP®
23 East Powell Blvd, Gresham, OR 97030opens in a new window
Client by Referral
CallSend Me a Message

About Daniel

Personalized financial strategies start with meaningful relationships. That’s why I focus first on getting to know you and understanding what you’re working toward before you invest your money. In 2023, I acquired my CFP® certification to help ensure I can serve your family with a holistic approach and understand your unique financial situation. I also believe your portfolio should be aligned with the level of risk you are comfortable with and balanced with the steps necessary to help reach your long-term goals.

With a background in tax accounting, I view investments not only through the lens of risk and return,...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Employee Stock Options
  • Business Retirement Plans
  • College Savings

Work History

  • Edward JonesApril 2018 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • University of St ThomasBachelor of Arts

Personal Interests

  • Golfing
  • Hiking
  • Fishing
  • Skiing
  • Animal Rescue

Team Members

  • Alisa Applegate
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(503) 661-5131

Fax

(888) 784-1576

Office Address

23 East Powell Blvd
Gresham, OR 97030opens in a new window

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