In the areas of real estate, tax advantaged investments, insurance, retirement, and estate planning, Daniel is able to set up comprehensive, individually tailored client portfolios designed to help manage market volatility and seeks to maximize income potential]. Inspired by his father’s dedication to customer service and hard work, Daniel directs a range of strategic initiatives in the firm helps him leverage core competencies in tax efficient investing and alternative investments to create customer value.
Daniel Raupp’s credentials include a Series 7 (General Securities Representative) License and a Series 63 (Uniform Securities Agent License)

As a financial professional, Daniel Raupp offers tailored advice and guidance based on what’s best for you. Whether you’re investing for retirement, your child’s education or other life milestones, Daniel can lay out a tailored path to help you achieve your defined goals.

2018-2019

2018

2016

2016

2010-2014

2008

2006
Our mission is to be the foundation of your Section 1031 Exchange strategy by bringing you comprehensive information about the section 1031 process, DST and TIC investments, with a commitment to maintaining the highest standards of integrity and professionalism in our relationship with you, our valued client.
We provide comprehensive services in these cornerstone areas of financial planning to help address every phase of your financial life.