Daniel Boehm

Financial Services Professional

Language Spoken
English

Degree
Bachelors Degree in Personal Financial Planning from Texas Tech University

Bio

Daniel Boehm is a Financial Services Professional with Strategic Financial Group. Born and raised in Sugar Land, Texas, Daniel is a native Texan who values and understand the importance of having a proper financial strategy in place.
Daniel is committed to providing clients with the resources needed to make financial decision and prides himself in getting to know each client so that he can understand their individual needs and what matters most to them. This helps him recommend products and strategies designed to meet their current needs, and more importantly, their future needs. His focus is to work with individuals and families to help build their financial literacy along reaching their financial goals.
Daniel is a Texas Tech University graduate with a bachelor’s degree in Personal Financial Planning.
Daniel is the youngest of three and is an uncle to four nieces and two nephews. During his free time, he enjoys watching the Astros and Texas Tech sports, bowling, and spending time with family.

Member of the Sugar Land Rotary Club

License

FINRA's Broker Check

https://brokercheck.finra.org/individual/summary/7495194

Members Licences and Disclosures

Insurance licensed in Texas and Virginia. Investment licensed in Texas and Virginia

Area of Focus

Financial Planning
Investment Strategies

Specialty Areas

Life Insurance