Daniel Gikher is very proud to return home to LPL Financial as President of Private Wealth Group. Daniel is a prominent Financial Advisor with over 18 years of experience in the Finance Industry. His vast knowledge of the markets and ability to understand his clients' needs and concerns is what makes him stand out. Being honest and trustworthy has earned him everlasting relationships with his clients.
From a very young age, Daniel was advanced in mathematics and his ability to calculate numbers and dissect information almost instantaneously led him down his path. Daniel has dealt with High Net Worth Clients of Dreyfus Financial, JP Morgan Securities, and LPL Financial. He assists his clients with Asset Allocation, Risk Analysis, Retirement Planning, and Wealth Transfer. He oversaw more than 200 million dollars over the course of his career.
Daniel helps his clients manage their Assets as well as their Life and Health Insurance needs. He also assists with Tax and Pension Planning. Daniel feels that the ability to have an educated conversation regarding all aspects of his clients' financial health is of utmost importance. Utilizing his talents and expertise, he implements comprehensive plans with his clients' best interests at heart, and acts with Fiduciary Responsibility for his advisory clients. We sincerely hope you decide to join our family!