Daniel Podawiltz is a Financial Advisor with Cambridge Investment Research located in Melbourne Florida.
Career:
Dan began his career as a Financial Advisor in 1994.
As a Financial Advisor for more than 25 years, Dan has had the pleasure of helping guide many families though dramatic shifts in the economy and market. His experience and dedication to service and building relationships has led to working with multiple generations within the same families.
Dan is licensed with a series 7, 8, 24, 31, 63 & 65 licenses as well as a State of Florida 2-15 Insurance License.
Philosophy:
Dan strives to provide exceptional service and takes the time with his clients to understand their individual needs. Each clients’ unique goals and preferences are taken into consideration to craft portfolios suited to their risk tolerance. Dan prefers to use a consultative approach when working with clients. He believes that keeping clients involved in the decision making process leads to a better understanding of the outcomes of an investment strategy.
Dan understands that life and the markets are unpredictable. Your investment portfolio must be flexible enough to change as quickly as your circumstances.
Personal:
Dan was born and grew up in Illinois where he worked his way through college. After graduating from Illinois State University in 1992 he moved to Central Florida. When not helping clients, Dan spends time at home with his longtime girlfriend Eileen and rescued border collie, Sophie. Dan spends his spare time on the golf course, cooking and reading Stephen King novels.