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Daniel R

Series 65, Series 63

San Jose, CA

NIM Wealth Solutions

Daniel Rhyasen is a financial advisor at NIM Wealth Solutions with 19 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Franklin Templeton Distributors, Inc., Franklin Distributors, Llc, Putnam Retail Management LP, and SuperScript. NIM Wealth Solutions provides discretionary investment management for individuals, families, high-net-worth families, trusts, estates, foundations, corporations, and institutional clients. The firm emphasizes personalized asset allocation using fundamental, quantitative, and technical analysis, and offers additional services including tax planning, insurance solutions, and estate-planning coordination through affiliated entities.

Retirement income strategy Annuities Private / alternative investments
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Gabriela M

Series 65

San Jose, CA

NIM Wealth Solutions

Gabriela Mechem is a financial advisor at NIM Wealth Solutions with one year of industry experience. She holds a Series 65 designation and has worked in various roles within the NIM Financial group and its affiliated entities since 2020. Prior to that, she was with Good Hope Group for four years. NIM Wealth Solutions provides discretionary investment management to individuals, families, and institutional clients, offering services that include tax planning, insurance, and estate-planning coordination through affiliated entities. The firm utilizes a personalized asset allocation approach combining fundamental, quantitative, and technical analysis, and manages accounts via a wrap fee program incorporating specialized investments and AI-enabled service providers.

Retirement income strategy Annuities Private / alternative investments
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Garrison H

Series 65

San Jose, CA

NIM Wealth Solutions

Garrison Hunter is a Series 65-licensed financial advisor with NIM Wealth Solutions in San Jose, CA, and has one year of industry experience. His prior work includes roles at the Defense Contract Audit Agency and accounting positions, and he is also the managing member of Fulcrum Accounting LLC, providing tax preparation services. Additionally, he works as an insurance agent with various carriers. NIM Wealth Solutions offers discretionary investment management for a range of clients, including individuals, families, and institutional clients. The firm employs a personalized asset allocation strategy incorporating fundamental, quantitative, and technical analysis, with services extended through affiliated entities specializing in tax planning, insurance, annuities, and estate planning.

Retirement income strategy Annuities Private / alternative investments
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