Consultants
Meet Daniel Peters FINANCIAL SERVICES PROFESSIONAL
Phone: (808) 548-2234
Toll-Free: (888) 625-9997
E-mail: petersd@ca-fg.com
Website: www.planmember.com/dpeters
Daniel Peters wants the best for every one of his clients, whatever the amount of their assets
or involvement in managing their own portfolios. So he does his best to ensure their success,
serving as a financial services professional who is sensitive to client concerns.
EXPERTISE:
Identifying individual and corporate financial planning needs and providing solutions.
CREDENTIALS:
- - BBA in Management/Marketing with a minor in music, University of Hawaii at Manoa
- - Series 6 & 63 licensed
- - State of Hawaii Life and Health Licensed
ROOTS:
Born and raised in Aiea; graduated from Hawaii Baptist Academy High School
CURRENT HOMETOWN:
Aiea, Oahu
FAMILY:
Parents Harrison and Linda and brother Joseph.
HOBBIES:
Family time, church, singing karaoke, playing guitar, aquarium fish, computers, hiking, movies,
travel
PERSONAL PHILOSOPHY:
Do it right the first time and ALWAYS have goals to keep you focused on what you want and
where you are going.
BUSINESS APPROACH:
Building on a foundation of trust creates genuine relationships that empower individual’s
decisions, encourage honesty and provide a comfortable atmosphere for client and consultant.