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Daniel L
CFP®, Series 63
Boynton Beach, FL
Procyon
Daniel Limmer is a CFP® professional with 33 years of industry experience, currently serving with Procyon. His prior roles include positions at Purshe Kaplan Sterling Investments, American Portfolios Financial Services, and Innovative Planning Services. Outside of his advisory work, Limmer consults on health and wellness services through Supreme Self Wellness. Procyon serves a diverse client base that includes individual and high-net-worth households, families, trusts, businesses, institutional investors, and retirement plans. The firm offers comprehensive investment management and advisory services, employing a primarily long-term, fundamental-analysis approach, with a notable emphasis on non-discretionary asset management and the use of AI tools alongside human oversight.
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