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

CFA®, CFP®, ChFC®, CLU®, EA

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)