Daniel Ruiz, CFP^®, EA

Designations and licenses

Daniel is a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent with the IRS. He holds life/health/disability insurance licenses, a long-term care insurance license and an annuities & variable lines license.

Experience and education

Daniel provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Daniel worked as an associate wealth advisor at Northwestern Mutual, where he helped review and evaluate client income, assets, tax exposure, estate plan, investment allocation and insurance to develop customized, comprehensive financial plans. He also assisted with portfolio construction, investment management and reporting. Before that, he worked as a principal coordinator at Capital One Investing helping clients with investment products and services tailored to their investment objectives.

Daniel has a bachelor’s degree in finance from Western Washington University.

Personal interests

A Washington native, Daniel resides in Kirkland with his wife, Alicia, and their dog, Tucker. Away from the office, he enjoys taking full advantage of living in the Pacific Northwest by hunting, fishing, skiing, golfing, gardening and cooking.

Daniel’s Office

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.