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Daniel A

Series 65

Highlands Ranch, CO

Edelman Financial Engines

Daniel Abrams is a financial advisor at Edelman Financial Engines with 18 years of industry experience. He holds a Series 65 designation and has worked previously at Personal Capital Advisors Corporation and Empower Financial Services. He is based in Highlands Ranch, CO. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified portfolios, periodic rebalancing, and both discretionary and non-discretionary management options.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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