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Daniel H
CFP®, PFS™
San Luis Obispo, CA
Elemental Wealth Advisors, LLC
Daniel Herron is a CFP® and PFS™ with seven years of industry experience. He is the principal advisor at Elemental Wealth Advisors, LLC, where he has worked since 2018. Herron previously held roles at Wacker Wealth Partners and Caliber Accounting and Tax. Outside of advisory work, he is a principal at BBFS, Inc., owner of BB Payroll, Inc., and a consultant for the startup Reconcile Money. Elemental Wealth Advisors provides investment management, financial planning, and employee benefit plan services to individuals, high-net-worth clients, pension and profit-sharing plans, employer plan sponsors, and charitable organizations. The firm employs primarily passive investment strategies and offers project-based and ongoing financial planning, with a focus on serving small-business and plan-sponsor needs through its affiliations with payroll and accounting businesses.
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