Daniel  Mesa,  CFP<sup>&reg;</sup> - Financial Advisor

Daniel Mesa, CFP®

Managing Partner

BlackPoint Capital Partners

150 Alhambra Cir Fl 10
Coral Gables, FL 33134
FINANCIAL ADVISOR'S WEBSITE
(305) 905-0531 CONNECT WITH Daniel
  • linkedin link

General

Daniel Mesa is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at BlackPoint Capital Partners in Coral Gables, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Cross-border Planning, Business Taxes, Career Change, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Insurance, Life Planning, Retirement, Succession Planning, Sudden Wealth

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