Advisor Details

Advisor Details

Financial Advisor in Montrose, CO

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.

Firm SEC/CRD #

112908

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Advisor SEC/CRD #

6921500

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    Disclaimer

    All information provided is for educational purposes only and does not constitute investment, legal or tax advice, an offer to buy or sell any security or insurance product; or an endorsement of any third party or such third party's views. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside ElderAdo Financial. All examples are hypothetical and for illustrative purposes only. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice. Videos presented on this website are for educational purposes only and do not constitute investment advice or an offer to buy or sell any security or insurance product.

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