Daniel Fais
Senior Financial Advisor at
Wells Fargo Advisors Financial Network, LLC
Years of Experience
25 years
Number of Clients
100
Average Client Size
$1,000,000
Member Since
2025
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
My clients are like family to me and I will always act in their best interest.
Clientele
Services Provided
Estate Planning Strategies
Retirement Planning
Investment Planning
Investment Management
Specialties and Expertise
Credentials and Designations
Retirement Income Certified Professional®
Click to learn more
Pricing Models
Education
The American College of Financial Services
Retirement Income Certified Professional (RICP)
Obtained in 2015
College for Financial Planning
Chartered Retirment Planning Counselor (CRPC)
Obtained in 2007
University of Pittsburgh
BA in Economics
Obtained in 1999
Previous Work Experience
Wells Fargo Advisors
Senior Financial Advisor, First Vice President-Investments
2011 - 2025
Merrill Lynch
Senior Financial Advisor
1999 - 2011
Advisor Links
Disclosures and Proof of License
Advisor Disclosure
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC.
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Investment and Insurance Products are:
- Not Insured by the FDIC or Any Federal Government Agency
- Not a Deposit or Other Obligation of, or Guaranteed by, the Bank of Any Bank Affiliate
- Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested