Daniel Chaput, the owner and financial advisor at Chaput Wealth Management, brings over 15 years of industry experience to his clients. A graduate of Saint Anselm's College, Daniel holds a CA Insurance License #4377650, along with Series 7, 63, 66, 9, and 10 licenses through LPL Financial.
His extensive experience and versatile financial credentials allow him to tailor services to a diverse clientele. Daniel assists small and large businesses, nonprofit organizations, and their employees. He also guides personal investors beginning their financial journey and families planning for college or retirement.
Daniel believes in understanding each client's financial goals and situations. He stays current on available financial products and opportunities, working collaboratively with clients to build and adjust their portfolios as needs or financial trends evolve. He prioritizes understanding your financial aspirations before making investment recommendations.
Outside of his professional life, Daniel shares his home with his fiancée Hallie, their Bernese Mountain Dog, Yeti, and Newfoundland mix, Barney. He enjoys a range of activities including fly fishing, surfing, snowboarding, participating in a trading community, traveling, scuba diving, and following all sports.