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Daniel Savard, Rfc profile image

Daniel Savard, Rfc

Wealth Advisor at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Leo Wealth</span>
Intro Book
Daniel Savard, a seasoned financial professional, brings 29 years of experience in wealth management, financial analysis, and sales, holding various leadership roles in the US.
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Location
Indio, California, United States, US
Skills
  • Financial Planning
  • Wealth Management
  • Life Insurance
  • Sales
  • Portfolio Management
  • Show all
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Bio

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Daniel Savard is a seasoned financial professional with extensive experience in wealth management and financial planning. He has held various roles, including Wealth Advisor at Leo Wealth, Licensed Financial Advisor at BFT Financial Group, and Licensed Financial Consultant at Corporate Pensions Company, with a tenure spanning over two decades. Throughout his career, Daniel has developed a strong skill set in financial analysis, portfolio management, and sales, with expertise in fixed annuities and retirement planning.

Experience

  • Leo Wealth
    • Indio, California, United States
    • Wealth Advisor
      • Oct 2021 - Present
      • Indio, California, United States
  • BFT Financial Group
    • Gilbert, Arizona, United States
    • Licensed Financial Advisor
      • Oct 2009 - Oct 2021
      • Gilbert, Arizona, United States
  • Corporate Pensions Company
    • Los Angeles, California, United States
    • Licensed Financial Consultant
      • May 1987 - Oct 2009
      • Los Angeles, California, United States
  • US Army
    • Combat Helicopter Pilot, Chief Warrant Officer
      • Jan 1978 - Jan 1983
  • US Army
    • Combat Helicopter Pilot, Chief Warrant Officer
      • Jan 1965 - Jan 1970

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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