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Daniel Tang, CFP®

Director, Wealth Advisor

Daniel is a Wealth Advisor at Composition Wealth and works closely with clients to structure investment strategies and financial plans designed to enhance their personal financial goals.

His experience at a large wealth management institution prior to joining Composition Wealth Advisors, coupled with his background on the client service and onboarding team, bolsters his ability to provide a straightforward and strategic experience for clients.

Daniel earned his bachelor’s degree from UC Berkeley in Environmental Economics and Policy and holds his Certified Financial Planner (CFP®) designation.

  • Holds his Certified Financial Planner (CFP®) designation
  • Active Licenses: Series 65

Fun Facts:

  • He loves watching the Golden State Warriors, savoring the Bay Area culinary landscape, and dominating the local cycling, tennis, and water polo scenes.
  • He played water polo growing up and was the captain of the Cal men's club team.
  • He (mostly) conquered his fear of heights by going skydiving.