Your Financial Advisor in Austin, Texas
Meet Daniel Griego
Daniel Griego graduated from Texas State University in 2007 with a Bachelor of Arts in English and National University in 2011 with a Master of Arts. He is a 23-year Army Veteran and still serves as a master sergeant in the U.S. Army Reserve out of San Antonio.Daniel transitioned into the financial services industry after years in insurance, leveraging his first-hand experience seeing what retirees were missing most in their retirement plans. He is an avid tabletop gamer and Renaissance Faire attendee residing in Round Rock, Texas, with his wife, Jessica, and their child, Robin.
Daniel is passionate about helping people just like you achieve their financial goals. He believes that everyone can benefit from sound financial planning, regardless of their income level or financial background. Although sooner is always better, it’s never too late to get started with financial planning. That’s why he founded Griego Advising, with the intention of making financial services accessible to everyone in the Austin area and throughout the US.
With Daniel guiding you, you will have one of the most trusted financial services providers in Austin. He offers a wide range of services, including: Medicare planning, financial planning, retirement planning, investment planning and life insurance planning.
One of the things that set Danial apart from other financial services providers is his personalized approach. He won’t try to pitch you on the latest investment trends to promote the wrong product or service. He understands that everyone’s financial situation is unique, so he takes the time to get to know you and your individual needs. Whether you’re planning for retirement, saving for a down payment on a new home, or just trying to manage your day-to-day finances, Daniel can help you navigate the complex landscape of financial management and planning.
Daniel believes that transparency is key to maintaining the best relationships with his clients. That’s why he always provides his clients with clear and concise information about their finances. He believes that an informed client is a reassured and happy client. This is why he takes the time to explain everything in plain language without any jargon or complicated terminology.
Daniel believes in staying up-to-date with the latest trends and changes in the financial services industry. He is always focused on his education and professional development. He attends conferences, seminars and other events to stay on top of the latest news and best practices. He believes that it is his duty to continue his education so that he can commit to offering his clients the best financial planning resources.
Financial Planning in Terms You Understand.
Daniel’s service is a hands-on approach; one that involves you at every step of the way. Because each client has different goals and needs, Daniel will ensure that you’re involved with every detail. His collaborative approach makes it easy for you to share updates and make changes to your financial planning strategies to accommodate any life changes.
Advisory services offered through Success Wealth Management, LLC, a registered investment adviser.
Ready to Plan for What Lies Ahead?
Daniel makes it as easy as possible to get started. Simply schedule an appointment using the link to the right, or give him a call today.