Daniel Torreblanca

12340 El Camino Real Ste 300

San Diego, CA

92130

Phone:

Email:

858-764-3802

Click Here To Learn More About Our Practice


Daniel specializes in equity trading, comprehensive financial planning, life insurance, and wealth management for individuals, families, and business owners. Daniel, together with Richard, serves more than $90 million in brokerage and advisory assets*, has over 7 years of experience in the financial services industry, and has a strong background of working with international clients.

 

Daniel began his career in finance with Wells Fargo, where he would spend over 5 years and served as Assistant Vice President and Regional Private Banker. Before entering the financial services industry, he did biomedical research with the National Institutes of Health, Veteran’s Administration, and the University of California San Diego.

 

Daniel is originally from Mexico City and is fluent in Spanish. He earned his Bachelor’s degree in Economics from the University of California San Diego. Daniel lives in Mission Valley with his wife, Grace, and their Shih Tzu. They don’t have any kids yet, but negotiations are still active. Daniel enjoys cooking, is a big foodie, Francophile, loves fine wine, history and traveling. 

 

 *As of June 2018.

 

Daniel is a Registered Representative with, and securities are offered through, LPL Financial. Member FINRA/SIPC. 

August Wealth Advisors, LLC

The Loft, 101 Franklin Street, Suite A 

Westport, CT 06880

Toll free : 800-985-9477

Direct: 916-461-9451

Investment advice offered through Stratos Wealth Advisors, LLC, a Registered Investment Advisor DBA August Wealth Advisors, LLC.

August Wealth Advisors, LLC offers its financial services through Stratos Wealth Advisors LLC (“Stratos”), a Registered Investment Advisor with the U.S. Securities and Exchange Commission (the “SEC”). Registration with the SEC does not imply a certain level of skill or training. Public information concerning Stratos Wealth Advisors is available at https://www.adviserinfo.sec.gov/IAPD/Default.aspx.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. When you link to any of the websites provided here, you are leaving this website. The information and opinions contained in any of the material requested from this website are provided by third parties as well. They are for informational purposes only and are not a solicitation to buy or sell any product mentioned. We make no representation as to the completeness or accuracy of the information provided by these third party websites or third party materials.