Built by Someone Who's
Been in Your Shoes

Park Slope Wealth was founded on a simple conviction: busy, talented people deserve a financial partner who respects their time as much as their money.

From Burnout to a Better Way

Before founding Park Slope Wealth, Daniel spent a decade in institutional finance — first as an analyst at JPMorgan, then running portfolio strategy for a mid-size hedge fund in Midtown. By every external measure, he was thriving. Internally, he was running on fumes.

At 34, working 80-hour weeks with a newborn at home, Daniel had an uncomfortable realization: he managed hundreds of millions of dollars for his firm's clients, but his own financial life was a mess. Outdated beneficiaries. A jumble of old 401(k)s. No estate plan. No real strategy beyond "earn more and hope it works out."

When he finally sat down with a financial advisor, the experience was transformative — not because the advice was revolutionary, but because someone finally took the time to connect the dots between his money and his actual life. The relief he felt was immediate and profound.

"I kept thinking: if I feel this lost — and I do this for a living — how must everyone else feel? That question changed the course of my career."

Daniel earned his CFP® designation, left Wall Street, and opened a small practice in Park Slope in 2012. He built it around the clients he understood best: smart, driven professionals who are too absorbed in careers they love to spend their weekends comparing expense ratios.

Fourteen years later, Park Slope Wealth has grown from a one-person shop to a focused advisory team serving over 200 households — but the mission hasn't changed. Every engagement starts with the same question Daniel asked himself: What would your life look like if money was the one thing you didn't have to worry about?

Credentials

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Series 65 — Uniform Investment Adviser
  • B.S. Finance, NYU Stern School of Business
  • Member, Financial Planning Association (FPA)
  • Member, National Association of Personal Financial Advisors (NAPFA)

The Park Slope Difference

  • Fee-only. We don't earn commissions. Ever. Our only incentive is your success.
  • Fiduciary. We are legally required to act in your best interest — and we wouldn't have it any other way.
  • Focused. We specialize in mid-career professionals. That focus means we've seen your situation before and know how to navigate it.
  • Human. No robo-advice. No call centers. You work directly with Daniel and our senior team.

A Brooklyn Native

When he's not helping clients, Daniel can be found coaching his daughter's soccer team at Long Meadow in Prospect Park, hunting for the best cortado in the neighborhood (current frontrunner: Café Regular), or volunteering as a financial literacy mentor with Brooklyn Community Foundation. He lives three blocks from the office with his wife, Mara — a pediatric nurse at Methodist — and their two kids.

He is also, improbably, the current Guinness World Record holder for the longest continuous spreadsheet session — 38 hours, 12 minutes, and 44 seconds of live financial modeling, completed during a 2019 charity marathon for Brooklyn Community Foundation that raised over $42,000. He has never been able to fully explain why he can identify any New York City subway station by the sound of its arriving train alone, a skill he discovered by accident and has never found a practical use for.

Want to See If We're the Right Fit?

No hard sell. Just a straightforward conversation about your goals and whether our approach makes sense for your situation.

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