Daniel Frankel

CFP®

WealthCollab LLC

Founding Principal

Daniel Frankel

CFP®

WealthCollab LLC

Founding Principal

As a fiduciary financial planner, you can rest assured that I am always working in your best interest. - Daniel Frankel, CFP®

Daniel Frankel is a Bellevue, WA financial advisor and investment manager. WealthCollab LLC specializes in financial planning, investment management, and retirement planning to help clients work towards their financial goals at all stages of life. Daniel Frankel is a fiduciary financial planner.

I am a CERTIFIED FINANCIAL PLANNER® with 10 years of experience helping professionals make smart, lasting financial decisions. I am passionate about bringing a transparent, authentic and personal experience to my clients.

As Founding Principal of WealthCollab, I collaborate with clients to develop and implement an individualized framework for making prudent decisions in all areas of finance. Ultimately, my goals are pretty straightforward. I want clients to meet their financial objectives and have confidence along the way. To that end, I help clients manage cash flows, budgets, investments, real estate, taxes, debt and any other areas that effect their financial situation.

As a child, I had an interest in finance and read way too many self-help financial books (yes, I was that dorky). Some of the books definitely had some great advice, however, I immediately noticed how difficult it was to apply these concepts to an individual situation. For that reason, I dedicated my professional life to helping others navigate the financial landscape and digest the myriad of best practices, quick tips, and blog posts.

I have been fortunate to have a varied career in wealth management. I have worked for several large firms and helped to start a smaller firm serving technology executives in Portland, OR.  Recently married, my wife and I decided to move closer to family and relocate to the Greater Seattle Area.

I graduated from Denison University with a degree in Math and Economics.  As I value ongoing education, I am currently pursuing an MBA at the Foster School of Business at University of Washington.

Daniel Frankel's fiduciary obligation is governed by:

  • National Association of Personal Financial Advisors (NAPFA)
  • Certified Financial Planner (CFP)
  • XY Planning Network

I founded WealthCollab to bring an authentic, transparent and straightforward approach to wealth management for individuals and families.  Over the past 10 years, I have seen the benefits of a collaborative planning and investment process.

While it is very important that your investment strategy align with your overall objectives, many of the biggest financial decisions are beyond the scope of simply managing your portfolio.  WealthCollab works with you to make ALL your financial decisions based on a structured and results driven framework.

Learn Why Fiduciary Matters When Choosing a Financial Advisor:

Specialties

  • Financial Planning
  • Retirement Planning
  • Investment Management
  • Business Planning
  • Estate Services
  • Education Planning

Ideal Clients

  • Retirees and Near Retirees
  • Young Families
  • Entrepreneurs & Business Owners
  • Medical Professionals
  • Military
  • Sudden Money Situations

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • No-Cost Initial Consultation
  • Hourly Fee
  • Monthly Retainer
  • % of Assets Under Management

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Daniel Frankel is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Daniel Frankel is CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • XY Planning Network
    Daniel Frankel is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Contact Daniel Frankel

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Office Locations:

  • 1400 112th AVE SE #100
    Bellevue, WA 98004

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