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Daniel S
CFP®
Santa Monica, CA
Daniel M.. Stern, LLC
Daniel Stern is a CFP® professional with 23 years of experience and the principal of Daniel M. Stern, LLC, an independent advisory firm based in Santa Monica, CA. Since founding his firm in 2003, he has focused on providing hourly, fee-only financial planning and investment advice. In addition to his advisory work, Stern is involved in writing, illustrating, and publishing. Daniel M. Stern, LLC offers project-based financial planning and as-needed investment advice to individuals and trusts, emphasizing a fundamental, long-term buy-and-hold investment approach. The firm typically recommends passive, low-cost index funds and ETFs with a focus on asset allocation and annual rebalancing, operating on an hourly fee basis without discretionary portfolio management.
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