About Dan
Daniel J. Abel, CRPC®
President/CEO
Sr. Wealth Advisor
I founded Abel Wealth Management with a simple belief: financial advice should be personal, objective, and always centered on the client’s best interests.
Since beginning my career in wealth management in 2003, I’ve helped individuals, families, and business owners navigate important financial decisions with confidence. After spending more than 15 years with major Wall Street firms, I chose to build an independent advisory practice where I could offer truly unbiased guidance and develop deeper, long-term relationships with the people I serve.
As an independent fiduciary, I have the flexibility to recommend strategies based solely on what is best for each client—not corporate agendas, sales quotas, or proprietary products. My focus is helping clients simplify complex financial decisions, preserve and grow wealth, prepare for retirement, and create financial plans that support the life they want to live.
I hold the Chartered Retirement Planning Counselor™ (CRPC®) designation from the College for Financial Planning and maintain FINRA Series 7, 31, and 66 registrations, along with Life, Health, and Variable Products Insurance licenses.
I earned my Bachelor’s degree in Economics from Florida State University and have remained actively involved in my community throughout my career.
When I’m not working with clients, you’ll usually find me on the water. Sailing is a passion of mine, and I hold a U.S. Coast Guard Master’s License with Sailing Endorsement. Time spent navigating offshore has reinforced many of the same principles that guide my approach to wealth management: preparation matters, conditions change, and success comes from having a clear destination while remaining adaptable enough to adjust course along the way. I also enjoy golf, scuba diving, deep-sea fishing, surfing, stand-up paddleboarding, water skiing, home renovation projects, and spending time outdoors with my wife, Christina.
My goal is simple: help clients make informed financial decisions, reduce uncertainty, and build a plan that allows them to focus on what matters most in life.
