Daniel Garfias
Account Services Associate
Newton, MA
Daniel is a member of the Client Service Department at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. His duties include portfolio maintenance, onboarding of new client relationships, database management, and client service. He attended Providence College and studied Business Management, and he previously served as an intern at the Beacon Pointe Waltham office. Outside of the office, Daniel enjoys spending time with the people who matter most to him, running, and playing basketball. His faith is an important part of his life and guides both his personal and professional values.