About Us
Managers
Robert
C. Daniel
Partner, CPA Wealth Advisors,
LLC;
Firm Administrator, Pulakos CPAs, Ltd.
Years of Professional Experience
31
years
Education
MBA, Arizona State University;
BA-Economics, University of California at San Diego
Certifications
Financial Industry
Regulatory Authority (FINRA), Series 7 General Securities
License, Series 24 General Securities Principal License,
Series 65 Uniform Investment Advisor License; College
for Financial Planning, Accredited Wealth Management
Advisor; Senior Professional in Human Resources (SPHR),
Licensed Life/Health Insurance Agent
Areas of Specialization
Human resources
recruiting, policies and management; controllership;
purchasing; financial analysis and management; internal
accounting systems; data management; and systems
design.
Click here to request a formal biography.
Personal
If I could spend an hour with someone famous, I would choose my father, because he died so suddenly that I never got to have a true last conversation or say goodbye. He was famous and special to me.
Other than my profession, my biggest thrills in life is golf. I love it! I've played golf all my life and it has always been a big part of my family activities.
My absolute favorite food is a good filet. I'm a carnivore!
If I could take a trip to any destination in the world, I would choose England because my father's family came from there. And I speak their language (sort of).
My advice for living a successful, happy life is find something that makes money and you enjoy doing. Life is too short not to enjoy yourself.
Contact
E-mail Bob Daniel
(505) 338-1500; 1-888-910-2727
Fax: (505) 338-1515