McCurdy Financial Solutions

Transparency • Competency • Accountability • Efficiency

We are dedicated to running our business in a way that we, and our clients, can be proud of. As this is a rapidly evolving industry with many moving parts, we’re always looking for ways to improve our services and provide additional value.

Meet The Team

Daniel McCurdy Financial Planner Headshot

Daniel McCurdy


I want to create maximum value for my clients. I do this through relentless education on money management, financial planning, and industry advancement. My convictions — both personally and professionally — include transparency, competency, accountability, and efficiency. My goal is to set high expectations, and do everything in my power to meet and exceed them.

  • Chartered Financial Analyst (CFA®)
  • Certified Financial Planner (CFP®)
  • Chartered Fin. Consultant (ChFC®)
  • Chartered Life Underwriter (CLU®)
  • Enrolled Agent with the IRS
  • Bachelor of Science in International Business, Minor in Finance, San Francisco State University
  • McCurdy Financial Solutions (2016-Present)
  • Financial Advisor with LPL Financial (2016-2024)
  • Financial Advisor with Edward Jones (2014-2016)
  • Engineer and Project Manager with Bank of America (1999-2014)
  • Microsoft Certified Systems Engineer (NT4, W2K, 2003 Editions)
  • Java Certifications J2SE (2001 Edition)
  • Granted 5 US Patents for ATM Network innovations (2008)