Palm Desert, CA Willage Ct Office

Daniel Neil is a CFP® with 24 years of industry experience, currently serving at FLC Capital Advisors in Palm Desert, CA. He has been with FLC Capital Advisors since 2001 and previously worked at Securities America, Inc. from 2001 to 2024. Outside of his advisory role, he assists with managing a commercial real estate property for his family. FLC Capital Advisors serves individual and high-net-worth investors, as well as trusts, retirement plans, and business entities, providing discretionary and non-discretionary asset management, financial planning, and investment consulting. The firm emphasizes fiduciary duties and client-specific asset allocation, employing both strategic and tactical approaches across various asset classes.

Max Briggs is a CFP® with 29 years of experience in the financial industry. He is the President and CEO of FLC Capital Advisors and has held leadership roles at Securities America, Inc. and Max Briggs Insurance. Briggs also serves as Chairman of the Board for First Foundation Inc. and First Foundation Bank. FLC Capital Advisors serves individual and high-net-worth investors, trusts, retirement plans, and business entities, providing discretionary and non-discretionary asset management, financial planning, and investment consulting. The firm emphasizes fiduciary responsibilities and client-specific asset allocation, managing approximately $710 million in assets with a small advisory team.