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About Daniel Spector-Franson, CFP
Daniel Spector-Franson is a Certified Financial Planner (CFP) based in San Ramon, California, with a background in creating comprehensive financial plans and managing investment plans for foundations.
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Daniel Spector-Franson, originally from South Bend, Indiana, moved to the Bay Area in 2010 and settled in San Ramon, California in 2021 after living on the Peninsula for 11 years. As a Certified Financial Planner (CFP), he has extensive experience in financial planning, having previously worked at a firm in San Ramon where he created comprehensive financial plans for clients, co-managed investment plans for foundations, and worked with ERISA retirement plans. Daniel enjoys basketball, cooking, going on adventures, and spending quality time with his family. He is also an active volunteer with the Boys & Girls Club of the Peninsula and Hidden Villa.
About Summitry
Summitry, based in Foster City, California, provides personalized financial planning and investment strategies, including retirement, estate, and tax planning tailored to individual needs.
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