Daniel DeSouza
Firm not on file · Honolulu, Hawaii
Daniel DeSouza is a fee-only financial advisor in Honolulu, Hawaii, who holds the CFA credential. Daniel charges a percentage of assets and focuses on crypto & digital assets, small business owners and retirement planning.
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Specialties
Who they serve
- High earners
- Ultra high net worth
- Founders
- Executives
- Early-career professionals
- Pre-retirees
- Retirees
- Multi-generational families
About
With tried and tested experience, Morgan Stanley Financial Advisors bring a commitment to client service and act in their clients' best interests.
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
Facts
| Based in | Honolulu, Hawaii |
|---|---|
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | Over $5B |
| Firm founded | 2021 |
| Firm size | 2 - 5 employees |
| Credentials | CFA |
| Investment approach | Active management · Blend of both · Passive management |
| Website | advisor.morganstanley.com/daniel.desouza |
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Questions about Daniel
Is Daniel DeSouza a fee-only financial advisor?
Yes. Daniel DeSouza is listed in the public advisor directory (listed as fee-only).
How does Daniel charge for financial advice?
Daniel charges a percentage of assets.
Where is Daniel DeSouza based?
Daniel DeSouza is based in Honolulu, Hawaii.
What does Daniel specialize in?
Daniel's specialties include crypto & digital assets, small business owners, retirement planning, family wealth transfer, equity compensation and estate & legacy planning. Daniel works with high earners, ultra high net worth, founders, executives and early-career professionals.
What credentials does Daniel DeSouza hold?
Daniel DeSouza holds the CFA credential.
How do I contact Daniel DeSouza?
Through Daniel's website, advisor.morganstanley.com/daniel.desouza.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Public advisor directory : listed as fee-only
- The firm's website : specialties, clients served, and fees, checked October 28, 2026
- Directory listing last checked April 25, 2026.
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