Daniel Tang, CFP®
Director, Wealth Advisor
Daniel is a Wealth Advisor at Composition Wealth and helps his clients integrate their financial goals, cash flow needs, and investment strategy into a cohesive, actionable plan.
His expertise spans four key areas: building wealth, protecting it, spending it confidently, and passing it on to the next generation. As a true fiduciary and financial quarterback, Daniel collaborates closely with CPAs, attorneys, and other professionals to ensure clarity, consistency, and alignment across all his clients’ financial goals. At the heart of his approach is a commitment to keeping each client’s financial strategy closely aligned with their priorities and long-term vision.
Daniel earned his bachelor’s degree from UC Berkeley (go Bears!) and holds the CFP® designation.
- CERTIFIED FINANCIAL PLANNER® certification
- Active Licenses: Series 65
Fun Facts
- Passionate about food – always looking for the next great Bay Area restaurant.
- Loves to compete – played water polo growing up and captained the Cal men’s club team.
- Challenge-driven – faced his fear of heights by skydiving (and didn't cry once).
- Devoted Warriors fan – loves attending games (but misses Oracle Arena).