Daniel Parent

As a Wealth Management Advisor at TIAA, I help clients give meaning to their money — not just grow it. I guide people through every stage of their financial journey, from building wealth early in their careers to planning for a retirement that feels as secure as it does fulfilling. Over more than 20 years in this work, I've come to believe that the most rewarding part of this profession isn't the planning itself — it's witnessing the confidence that comes when a client finally sees their financial life clearly and knows they're on the right path. I joined TIAA in 2015 with a deep commitment to comprehensive, in-depth financial planning. My approach starts with a simple premise: I want to understand your life before I ever look at a spreadsheet. Who you are, what you value, and where you want to go — those answers shape everything. Finances don't exist in a vacuum, and the best plans are built around the person, not just the numbers. Before TIAA, I spent a decade at AllianceBernstein, where I developed a genuine passion for helping clients build financial confidence and create lasting security for themselves and their families. That experience sharpened my belief that great financial guidance is less about telling people what to do and more about helping them understand why it matters. I hold a B.A. in Economics from the University of Maryland, College Park and an M.B.A. with a concentration in Finance from the University of San Diego. Outside of work, I'm a proud stepdad, a devoted uncle, an animal lover, and an outdoor enthusiast. A Jersey Shore native at heart, I made the leap from east coast comfort to west coast living in 2008 — and it turned out to be one of the best financial and life decisions I ever made. If you're ready to bring clarity and purpose to your financial life, I'd be honored to be part of that journey.