Financial Advisor in Montrose, Colorado
Personal Bio
Daniel Carnes is an investment analyst and financial planner at ElderAdo Financial with industry experience on the advanced trading desk at Charles Schwab. He is enthusiastic about market trends and investment analysis. At Elderado Financial, he assists in selecting what investments best meet our clients’ needs.
Daniel has a Bachelor’s of Science in Computer Information Technology from Southern New Hampshire University. He enjoys grilling, online gaming, listening to music, soccer, and spending time with his wife and son.
Firm Name
ElderAdo Financial
Firm Bio
ElderAdo Financial, Inc. is a wealth management and financial planning firm located in Montrose, Colorado. As a trusted fiduciary and fee-only financial planning firm, we work passionately to help families in our community and surrounding areas manage and preserve their assets. By encouraging families to communicate their values, our financial advisors are able to walk alongside them to achieve their goals and to make an impact.
Advisor Type
RIA - Daniel Carnes
Firm License #
112908
Research this Firm: Please visit this Firm's respective State Board of Accountancy website for additional information.
Firm Logo
Advisor License #
6921500
Research this Advisor: Please visit this Advisor's respective State Board of Accountancy website for additional information.
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