Danniell S. Kazi

Danniel is a financial professional dedicated to helping individuals, families, and business owners work toward their retirement and financial goals through personalized planning and investment strategies. He believes financial planning should be straightforward, educational, and tailored to each client’s unique needs.

Originally from Miami, Florida, Danniel began his career helping employees in the education sector with retirement planning and investment guidance. After relocating to Dallas, Texas, he continued serving individuals and families throughout the DFW area, assisting credit union members with retirement planning, investment management, and long-term financial goals.

Danniel holds the FINRA Series 7, Series 63, and Series 65 securities registrations through Lincoln Investment, as well as Life and Annuity insurance licenses. He is committed to ongoing education and staying current with industry developments to better serve his clients.

Whether the goal is preparing for retirement, rolling over a former employer’s retirement plan, building long-term wealth, or protecting loved ones through insurance planning, Danniel is dedicated to helping clients make informed financial decisions with confidence.

Outside of work, Danniel enjoys playing pickleball and pool, competing in a local basketball league, and serving as commissioner of his Dallas fantasy football league. He also enjoys traveling back to Miami to spend time with family and friends.