Daniel Pico, CFP®

Daniel began his career in financial services in 2003, advancing from insurance sales to Financial Advisor by 2007 and later serving 11 years as Director of Development at New York Life—during which he earned his CFP® designation in 2013. In 2024, he transitioned to a more independent path and joined Neil Jesani Tax Advisors, where he now brings refined expertise in tailored financial planning, sophisticated tax-efficient strategies, and wealth-building solutions.

Rooted in a desire to deliver both clarity and confidence, Daniel helps clients protect and grow their wealth through strategies aligned with their long-term goals. A New York native now based in Weston, Florida, he balances professional dedication with community engagement through Rotary, and enjoys time with his family, tennis, and cycling.