Daniel Smyth, CFP^® CPWA^®

Designations and licenses

Daniel is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Private Wealth Advisor®.

Experience and education

Daniel provides comprehensive wealth management services designed to help clients align their financial decisions with long-term personal and professional goals through holistic planning and disciplined investment management.

Before joining Mariner, Daniel served as a lead advisor at North Berkeley Wealth Management, where he led client relationships and delivered integrated financial planning and investment advisory services, with a focus on asset allocation and strategic portfolio management. Previously, as an associate advisor at the firm, Daniel supported values-driven financial planning and guided individuals and families in making informed decisions designed to create meaningful personal and community impact. Earlier in his career, Daniel held roles at Puritan Financial Companies, Inc., where he gained valuable experience supporting client relationships and business development initiatives.

Daniel earned a BSBA in economics from Saint Mary’s College of California. He also completed the personal financial planning program at UC Berkeley Extension and the investment theory & practice program through Yale School of Management Executive Education.

Personal interests

Away from the office, Daniel enjoys traveling with his wife, spending time on the golf course and attending local cars & coffee events.

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.