About Us

Managers

Name: Robert C. Daniel

Title: Partner, CPA Wealth Advisors, LLC; Firm Administrator, Pulakos & Alongi, Ltd.

Years of Professional Experience: 30 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; 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.

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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