Daniel Cucuiat has over 20 years of experience in the financial services industry. In the mid 90’s he started his own independent residential and commercial valuation and real estate investment consulting firm. During this time, he advised private and institutional clients on projected property values and long-term investment returns based on existing economic conditions at the time of purchase. After nearly 13 years of success, the company was sold to a larger firm. And in 2005, Daniel decided to focus on a career in financial consulting.
Prior to starting C7 Capital Group, Daniel spent eight years as an advisor within The John Hancock Financial Network, where he consistently performed among the company’s top advisors nationwide. Daniel’s career as an advisor has led him to concentrate largely on asset protection in an effort to secure retirement income for his clients. His focus on complex solutions to financial consulting has enabled his client base to grow substantially in a volatile economic climate.
Daniel recognizes the importance of education throughout the planning process, and he wants to make sure his clients are making responsible and knowledgeable decisions with their finances. Additionally, a large part of Daniel’s planning process is concentrating on managing risk while still allowing clients to participate in the upside of the market. Paired with his values and four-step process: Intake, Review, Design and Implementation, Daniel is dedicated to helping clients achieve optimal financial success.
Daniel is a graduate of the University of Redlands where he earned a bachelor’s degree in business and management with an emphasis in finance. He also holds his Series 66 and Life/Health insurance licenses, and is currently working towards his Certified Financial Planner (CFP®) certification. Daniel is heavily involved within his community and supports the Orange County Chapter of The Cystic Fibrosis Foundation, The Leukemia and Lymphoma Society, and is an active member of the Financial Planning Association.