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Daniel C
Series 66, Series 63
San Clemente, CA
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Daniel Cucuiat serves as a Financial Consultant at Fidelity Investments, a position he has held since 2022. Prior to this role, he was an Investment Adviser Representative at Guardian Financial Partners from 2021 to 2022 and at Signature Resources Capital Management from 2007 to 2021. Throughout his career, Daniel has focused on building client relationships based on trust, discipline, and knowledge to help clients work toward their financial goals. He holds a California Insurance License, which supports his ability to provide comprehensive financial advice. Outside of his professional work, Daniel enjoys biking, scuba diving, and skiing.
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