Daniel Tsai has been in the financial planning and investment management industry since 2017. His most recent role was as the Executive Client Service Associate at Edelman Financial Engines, where he served for 5 years. He currently serves as an Associate Financial Advisor on Felix Kwan’s team at Prime Capital Financial.
Daniel believes strongly in building life-long relationships. His goal is to listen and understand each client’s needs and create a plan that can best help them reach their financial goals.
