Advisor
Daniel DeSouza
Daniel DeSouza · Honolulu, Hawaii
Fee-only verified Fiduciary SEC-registered CFA
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About
With tried and tested experience, Morgan Stanley Financial Advisors bring a commitment to client service and act in their clients' best interests.
Who they serve
- High earners
- Ultra high net worth
- Founders
- Executives
- Early-career professionals
- Pre-retirees
- Retirees
- Multi-generational families
Services
- 401(k) & IRA Management
- Asset Allocation
- Cash Flow Planning
- College/Education Planning
- Estate Planning
- Family Wealth Transfer
- Investment Management
- Liquidity & Exit Planning
- Philanthropic Planning
- Portfolio Rebalancing
- Retirement Planning
- Wealth Management
- Alternative Investments
- Charitable Giving
- Business Succession Planning
- Family Office Services
- Insurance/Risk Management
- Portfolio Management
- Stock Option Planning
Structured record
| Name | Daniel DeSouza |
|---|---|
| Firm | Daniel DeSouza |
| Location | Honolulu, Hawaii |
| Fee model | Percentage of Assets (AUM) |
| AUM | Over $5B |
| Founded | 2021 |
| Firm size | 2 - 5 employees |
| Affiliation | Other |
| Credentials | CFA |
| Designations | CFA (Chartered Financial Analyst) · Series 66 · Series 7 · Other |
| Investment approach | Active management · Blend of both · Passive management |
| Website | https://advisor.morganstanley.com/daniel.desouza |
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Specialties
- Crypto & digital assets
- Small business owners
- Retirement planning
- Family wealth transfer
- Equity compensation