Overview

Daniel Shub is the founder of OCTO Capital Wealth Management and a personal financial advisor to retirees and pre-retirees. He helps hundreds of people solve their most significant financial concerns, improves their investing experience and provides peace of mind knowing their goals can be accomplished. His approach to helping clients achieve their important goals has been highlighted in countless newspaper articles, radio and TV programs, including Forbes, Bloomberg Businessweek, CNBC, Market Watch, Yahoo Finance, and many ABC, NBC, CBS, FOX affiliates across the country. Daniel holds the Registered Financial Consultant(R) designation, attained the Accredited Investment Fiduciary(R) (AIF(R)) credential, has passed the Series 65 and 63 securities exams and holds an Insurance license.

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9781986980838

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