Daniel McPherson

CERTIFIED FINANCIAL PLANNER™ | AWMA™ | CLU® | ChFC® | Board Certified Estate Planner  •  Strategic Wealth Concepts

January 2020 - Present

Decades of Dedicated Financial Planning
Since 2005, Daniel has dedicated himself to helping people achieve their financial goals. His commitment to his clients goes beyond traditional financial advising; the success in his own life enables him to share strategies on building wealth in all areas of life, not just traditional market-based portfolios. This enhanced, all-encompassing approach is rooted in his core value that caring about the success of others is fundamental to effective financial planning. Daniel takes pride in cultivating relationships with clients.
He hires team members who share his values, practice these principles in their own lives, and prioritize people-oriented service. This approach has set Strategic Wealth Concepts apart and helped build lasting friendships with his clients and coworkers.
Comprehensive Financial Planning Expertise
Daniel earned a bachelor’s degree in finance from Southern Utah University and holds multiple professional designations, including Certified Financial Planner™ (CFP®), Accredited Wealth Management Advisor™ (AWMA™), Chartered Financial Consultant® (ChFC®), and Board-Certified Estate Planner (BCEP).
He also holds a Chartered Life Underwriter® (CLU®) designation, which underscores his expertise in life insurance and estate planning. Daniel continues in his pursuit of knowledge by attending educational workshops to stay current with the latest tax laws and estate planning strategies. This continuous learning ensures that he can provide his clients with the most up-to-date and effective financial advice.
This professional education is important, but having also put these skills into practice in his own life also sets him apart as someone who knows what works and what doesn’t.
Building Strong Client Relationships
Daniel works with clients who are serious about improving their financial position and willing to take action. He values clients who are eager to learn, act with integrity, and treat others with kindness. His clients can expect transparency, openness, and a willingness to answer tough questions. Daniel works closely with people to match goals with actions.
It is of utmost importance to Daniel that people know they are valued and respected. He recognizes that a "one size fits all" approach doesn’t work and knows that people are seeking solid, strong financial strategies in our uncertain economy. Daniel knows that a personal touch is what sets Strategic Wealth Concepts apart from other financial planning organizations—his clients become family friends.
A Tailored Approach to Financial Planning
The process Strategic Wealth Concepts uses to help clients achieve their financial goals is thorough and personalized. Daniel starts by gaining a deep understanding of each client’s goals, expectations, areas of opportunity, along with whatever concerns or fears that need to be planned for. His comprehensive approach allows him to craft tailored solutions that help clients navigate their finances with confidence. Daniel’s commitment to his clients extends beyond the initial planning phase; he stays involved, year after year, helping clients adjust their plans as their needs and circumstances change, thereby deepening the relationship. He doesn’t shy away from addressing complex issues that many planning firms ignore or avoid. Daniel advises on asset classes outside of those he manages, providing clients with a well-rounded financial strategy that considers all aspects of their wealth. He also offers resources to educate his clients, including monthly seminars and client events focused on specific topics. This educational emphasis ensures that clients are well-informed and empowered to make sound financial decisions.