Daniel Soo

Wealth Management Advisor - New York City - Lower East Side

About Daniel

With over 30 years of experience in the financial services industry, I am a Wealth Management Advisor at TIAA. I am also a Chartered Financial Consultant (ChFC®). Both of my parents are retired scientists who instilled in me a deep-rooted commitment to partner with and serve those who make a difference in their respective professions. I’m grateful to have the opportunity to do so at TIAA. I’m passionate about working with my clients to build sound financial plans and offer recommendations that align with their financial objectives. I assist clients with retirement planning, investment planning, and estate planning. I also assist clients with intergenerational wealth planning. I earned my bachelor’s degree in economics from Rutgers College. I live in Brooklyn, NY, with my wife and our three sons. I’ve served on the Advisor Advisory Board of the Insured Retirement Institute since 2015. As an Asian American in the financial industry, I value mentoring and helping others learn more about the industry that has given me so much over the past 30 years. CA Insurance License #0F56473

About TIAA Financial Services

For more than 100 years, TIAA has been dedicated to the needs of those who work in the academic, medical, cultural and research fields. Our roots differentiate us from our competitors, and we are proud to continue this tradition by serving those who serve others. Backed by a team of specialists, we work with clients to help build long-term financial plans aligned to their needs, wants and wishes.

Our advisors in TIAA’s Washington, D.C. office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement, and making smart investment decisions. TIAA advisors are available by appointment to help provide lifelong financial well-being for our clients. Call today to schedule an appointment (844) 567-9087.

Our advisors in TIAA’s Seattle, WA office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement, and making smart investment decisions. TIAA advisors are available by appointment to help provide lifelong financial well-being for our clients. Call today to schedule an appointment (866) 549-1154.

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