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Daniel W
CFP®, Series 63, Series 65
Clearwater, FL
Dolphin Financial Group
Daniel Wendol is a CFP® professional with 12 years of industry experience, currently serving as the sole advisor at Dolphin Financial Group in Clearwater, FL. He has been with Dolphin Wealth Management, Inc. since 2014 and owns Dolphin Insurance, Inc., where he is a licensed insurance agent. Dolphin Financial Group provides discretionary asset management, negotiable fixed-fee financial planning, and referrals to third-party money managers for individual clients and other entities. The firm constructs portfolios based on client goals, time horizons, and risk tolerance, utilizing fundamental, technical, and cyclical analysis, and often incorporates technology platforms and independent managers in its approach.
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