Daniel Reisbacher, CRPC®
Financial Advisor
Daniel Reisbacher is a Wealth Management Advisor for MSH Capital Advisors LLC.
He began his career in finance in 2004 as a mortgage banker in Scottsdale, Arizona. After ten years of helping families achieve their dreams of homeownership, he transitioned to helping them with their overall financial goals. Since 2015, he has focused on creating financial plans for individuals and families. In 2018, Daniel moved to MSH Capital Advisors LLC in order to better serve the best interest of his clients, without any mandates or sales quotas of a large firm. Daniel believes a financial plan is a living document that needs care and periodic updates. He believes each client deserves to understand and feel comfortable with their tailored investment strategy.
Daniel holds Series 7, 24, and 66 securities licenses and holds a CRPC® (Chartered Retirement Planning Consultant) certification* .
*Chartered Retirement Planning Counselor (CRPC): The CRPC® designation is granted by the College for Financial Planning. The CRPC® is a voluntary certification; no federal or state law or regulation requires financial planners to hold this designation. To earn the CRPC® designation, candidates must complete a prescribed course of study covering retirement planning topics, including pre- and post- retirement planning, sources of retirement income, personal savings, employer-sponsored retirement plans, income taxes, retirement cash flow, asset management, and estate planning, and must pass a final examination. To maintain the designation, charterholders must complete 16 hours of continuing education every two years. Failure to meet continuing education requirements may result in the revocation of the designation. For more information, visit www.cffp.edu.