Dani Meyerovitz, CFP®
Dani began his career in 2000 with UBS in New York. After a successful experience working in various aspects of investment management and research, he moved to Dallas and joined FPA Private Wealth Management, where he currently holds the office of President, with a tenure of more than 20 years.
Dani completed the Certified Financial Planner (CFP ®) program at Southern Methodist University, earning the designation in 2009. He also attended the University of Texas in Austin with a focus in Business Foundations at The McCombs School of Business. He is a member of the Financial Planning Association, the Society of Financial Service Professionals, amongst other professional organizations.
Dani has significant experience addressing asset protection and accumulation, income generation, tax mitigation, and guiding a wide array of clients throughout the US with complex aspects of their respective unique financial circumstances. Dani's focus is on continuing to established lasting and meaningful relationships with clients from all facets of life.
Dani enjoys spending as much time as his busy schedule allows with his wife and two sons. He believes strongly in supporting numerous charitable entities, and serves a number of boards for non-profit organizations.