Daniel Gomes, MBA, CFP®
CA Insurance License #0I08175
Daniel Gomes is a graduate of the University of Southern California where he earned his MBA. Daniel also has a BS in Business Administration with an emphasis in Financial Services and a Certificate of Personal Financial Planning from San Diego State University. He served in the United States Marine Corps for over 21 years, retiring as a Marine Officer.
Dan brings the ethics, leadership and commitment developed while in service to his country to the financial industry; these attributes allow him to assist clients in their financial needs and critical life decisions.
Dan believes that financial plans are developed through personal relationships fostered by trust, mutual respect, transparency and understanding. People are unique as are their financial situation and goals; each financial plan must be tailored to fit and updated over time as one’s life changes. This is accomplished by taking the time and effort to gather critical information and providing clear, easily understood explanations of financial concepts, quality financial products and services available. These guiding principals are applied to businesses as well, whether they are large or small. Dan enjoys helping business owners maximize their employer sponsored retirement plans; these companies range from Sole Proprietorships to Corporations.
Dan was the Director of a Financial Services firm based out of Hawaii prior to joining CAVU Wealth Management. Dan is a CERTIFIED FINANCIAL PLANNER™ professional, an active member of the Financial Planning Association of San Diego, and has the following licenses: Series 66, Life Insurance and Long Term Care.
Dan lives in the Carlsbad area with his wife, Cari; they enjoy sporting events, outdoor activities and are learning to play golf. He also donates his time to multiple non-profit organizations of which he is a board member. Dan works on both motorcycles and classic cars as a hobby.
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