financial planning and investment management

Daniel Pontarelli

Principal Advisor

Education
Bachelor of Science Financial Services - San Diego State University

Accreditations
Certified Financial Planner (CFP)
Level II CFA candidate

Daniel has been with Stepp & Rothwell since 2010. He has successfully passed Level I of the Chartered Financial Analyst's exam. As a Principal Advisor, he provides unbiased, personalized financial advice to Stepp & Rothwell's clients and uses his education and experience to help with the management of the firm.

“Working as a team for each client allows us to utilize the combined expertise of our entire staff, ensuring that no issue is overlooked.” 
— Daniel Pontarelli

 

PRINCIPALS
DIRECTOR OF FINANCIAL PLANNING
FINANCIAL PLANNERS
ASSOCIATE FINANCIAL PLANNERS
FINANCIAL PLANNING ASSOCIATES
CLIENT EXPERIENCE MANAGER
BUSINESS MANAGER
RECEPTIONIST

Financial advice that helps you plan your future.