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Daniel C
CFP®, Series 66, Series 63
West, TX
Fidelity
Daniel Cazac is Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2024. He has been with Fidelity since 2014, serving as a Financial Consultant from 2021 to 2024 and previously as a Portfolio Specialist from 2014 to 2015. Prior to joining Fidelity, Daniel was Vice President, Financial Consultant at Charles Schwab from 2012 to 2014 and President at Texas Made Wealth, LLC from 2016 to 2021. Daniel specializes in multi-generational wealth planning, helping families visualize their financial goals and implement plans for objectives including retirement, funding college education, and wealth accumulation. He is licensed to provide insurance in Arkansas and California. Outside of his professional work, Daniel enjoys activities such as beach outings, family activities, fishing, parenthood, and traveling.
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