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Daniel Kuper

Daniel Kuper

Financial Advisor

Daniel Kuper is a Financial advisor with Opta Financial. He is a graduate of George Mason University and holds the FINRA Series 7 and 66 securities license. He also holds the Life, Health, Annuities, and Property Casualty insurance licenses in Virginia, Maryland, and New York. Daniel helps his clients better understand their financial situation and offers a holistic approach to financial advising. Every session with Daniel begins with a purpose or goal. He then works with his clients to show what can be done to reach those goals. He can help with retirement income planning, funding a child's college education, estate strategies, employee benefits, charitable giving, and much more. His experience in financial planning give clients reassurance that their goals will be met, and their financial risks mitigated. He is passionate about his work and takes pride in the recommendations he offers his clients. Daniel lives in Herndon, Virginia where he enjoys cooking meals for his family and volunteering at local causes. He has a great appreciation for other cultures and loves to try out new recipes or visit various local restaurants. 

 

Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees

 

CRN202004-250863