Daniel Orona holds the titles of Certified Public Accountant and Certified Financial Planner®. He brings 14 years of experience in the financial industry, with almost 10 years of specialization in the fields of wealth management, accounting and compliance.
Prior to joining BigSur, Daniel was responsible for handling multiple roles in a boutique firm in Coral Gables, FL that provided accounting, tax, and wealth management services to high net worth clients. His role as the Chief Compliance Officer consisted of ensuring the firm’s adherence to federal securities law, rules and regulations. In addition, Daniel directly supervised complete client relationships in the areas of wealth management, financial planning and investment portfolios. His designation of CPA also allowed him to be an integral part of the firm’s tax services, adding value to the organization in a well-rounded and comprehensive way.
Daniel earned his Master of Accounting (2009) and his Bachelor of Business Administration in Finance (2005) from Florida International University.
Employee(s) and/or advisor(s) mentioned above may be employed by or associated with BigSur Partners, LLC or BigSur Wealth Management, LLC, a 100%-owned subsidiary of BigSur Partners, LLC. For further information, please contact us at 305-740-6777 or at firstname.lastname@example.org