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$3.9 trillion
In invested assets globally
As of 12/31/2022
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
Financial Advisor Associate
Daniel is part of the Short Wealth Management Group (SWMG). Collectively, the team has over 55 years of experience in servicing the needs of affluent families, retiring professionals, and successful business owners. He successfully assists clients in managing all aspects of their wealth planning needs, through both good and often challenging market conditions along with his partner Senior Vice President and Senior Managed Account Consultant John Short III.
With a well-defined wealth management process, backed by the global resources of UBS, Daniel focuses on financial planning, retirement planning, banking & lending, and portfolio construction. Accompanied by his senior partner, he and his team deliver customized investment solutions tailored to each of their valued clients' needs and goals.
Daniel prides himself on developing strong ongoing relationships with each client; understanding their needs, so he and his team can provide financial guidance as life situations change. Such areas include College savings, home purchases, transition of wealth, and retirement.
Growing up in Thousand Oaks, Ca. Daniel earned a Bachelor of Science Degree in Business Administration from California Lutheran University, graduating Magna Cum Laude with an emphasis and Departmental Distinction in Finance. He currently holds the Series 7, 66, Long Term Care, Life, Accident and Health Insurance licenses. Daniel continues ongoing training and education to provide the latest knowledge and expertise.
Currently, Daniel volunteers with the Hospice of the Conejo, and is a member of the Community Funding Review Committee for the city of Thousand Oaks. His community involvement extends with the American Cancer Society and Rolling Thunder (an organization that supports our local veterans). In his spare time, he pursues his passion for Health and Fitness, and athletic training.
Daniel currently resides in Thousand Oaks, Ca.
Education
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Daniel A. Short is also part of:
Short Wealth Management Group
Lets connect
Financial Advisor Associate
Daniel is part of the Short Wealth Management Group (SWMG). Collectively, the team has over 55 years of experience in servicing the needs of affluent families, retiring professionals, and successful business owners. He successfully assists clients in managing all aspects of their wealth planning needs, through both good and often challenging market conditions along with his partner Senior Vice President and Senior Managed Account Consultant John Short III.
With a well-defined wealth management process, backed by the global resources of UBS, Daniel focuses on financial planning, retirement planning, banking & lending, and portfolio construction. Accompanied by his senior partner, he and his team deliver customized investment solutions tailored to each of their valued clients' needs and goals.
Daniel prides himself on developing strong ongoing relationships with each client; understanding their needs, so he and his team can provide financial guidance as life situations change. Such areas include College savings, home purchases, transition of wealth, and retirement.
Growing up in Thousand Oaks, Ca. Daniel earned a Bachelor of Science Degree in Business Administration from California Lutheran University, graduating Magna Cum Laude with an emphasis and Departmental Distinction in Finance. He currently holds the Series 7, 66, Long Term Care, Life, Accident and Health Insurance licenses. Daniel continues ongoing training and education to provide the latest knowledge and expertise.
Currently, Daniel volunteers with the Hospice of the Conejo, and is a member of the Community Funding Review Committee for the city of Thousand Oaks. His community involvement extends with the American Cancer Society and Rolling Thunder (an organization that supports our local veterans). In his spare time, he pursues his passion for Health and Fitness, and athletic training.
Daniel currently resides in Thousand Oaks, Ca.
Education
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Daniel A. Short is also part of:
Short Wealth Management Group
Lets connect
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
We can help you bring your vision to life.
Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
