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Daniel F

Series 65

Santa Fe, NM

Cradle to College Financial, LLC

Daniel Fresquez is the sole advisor at Cradle to College Financial, LLC in Santa Fe, NM. He holds a Series 65 designation and has been with the firm since its founding in 2025. Prior to this, he has worked in information technology support for Santa Fe County since 2012. Cradle to College Financial provides discretionary investment management and financial planning focused on new parents and education-funding strategies. The firm offers Biblically Responsible Investing–compliant portfolios and manages Education Savings Accounts while providing advice on other education-related assets.

College savings (529s, UTMA, etc.) Young Families Religious/faith focused
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