Daniel Abraham is a Private Wealth Advisor with Faubourg. As a Certified Financial Planner (CFP®), he enjoys helping people navigate the complexities of money and solving problems.. For many people, even those in great financial situations, money can be a source of stress and confusion. Daniel is passionate about helping to resolve this uncertainty, serving as a trusted partner that clients can rely on for sound financial advice throughout their lives and especially during major events like changing jobs, expanding family, preparing for retirement, or losing a loved one.
After working for two global financial institutions for more than 15 years, Daniel joined Faubourg Private Wealth in 2020 to elevate the ways he can serve clients across the financial spectrum. As an independent, self‐employed advisor, Daniel serves clients without the pressure of corporate sales mandates or being forced to utilize only proprietary investments. His recommendations are always personalized based on your needs.
Daniel is a lifelong Louisianan and proud graduate of Brother Martin High School and Louisiana State University. He lives in Metairie with his wife, Melissa, and two sons, Reid and Rex. Since 2018, Daniel has served terms as Historian and President of the St. Philip Neri Men’s Club, a service organization for the Parish and school. As an active part of the SPN community, Daniel enjoys putting his skills to use by planning and organizing fundraisers and events.
A word from Daniel:
“Since you found your way here and are still reading, I’m going to assume you have an interest in or need for financial advice. While some firms require certain asset levels, as an independent advisor, I am able to welcome all prospective clients with open arms. I believe “wealth” is relative. If you are interested in making smart decisions with your wealth, I would love for you to reach out and schedule some time to discuss how we may be able to help.”
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.