Your life. Your wealth. Your future.

Pursue what matters most

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.

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Daniel A. Short

Financial Advisor

Daniel is second generation Financial Advisor, and 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 (John Short III) and Senior Client Service Associate (Teresta Kearin).

 

Investing In Your Future

Daniel takes pride in developing strong ongoing relationships with each client, and becoming their family's CFO through helping to manage their investments with a view to their long-term objectives. He works with you to design customized investment solutions for your important life goals, balancing growth and preservation over time.

Daniel anchors investment ideas, strategies, and the firm's global resources in a deep understanding of all you want to accomplish. Such areas include Financial Planning, Retirement & Legacy Planning, Banking & Lending, and Portfolio Construction. He helps you determine the combination of solutions, managers, and strategies suited to your particular preferences and ensures your portfolio stays aligned with your future vision through ongoing monitoring and rebalancing.

 

Life

Daniel volunteers with Hospice of the Conejo and is a former member of the Community Funding Review Committee for the city of Thousand Oaks. He also serves as Chapter President for a local Business Professionals Network; building professional relationships, opening new opportunities, and facilitating the exchange of ideas and best practices. Daniel's community involvement extends with the American Cancer Society and Rolling Thunder (an organization supporting local veterans). In his spare time, he pursues his passion for Health and Fitness, and athletic training.

 

CA Insurance License #: 0A49406

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • GA
  • ID
  • IL
  • KS
  • LA
  • MD
  • MO
  • NC
  • NE
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA

Education

  • B.S. Business Administration & Finance - Magna Cum Laude, California Lutheran University
  • Certificate in Financial Planning, Pepperdine Graziadio Business School

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Retirement planning
Legacy planning
Lending services
Estate planning strategies
Investing
Banking
Multi-generational families
3011 Townsgate Road
Suite 300, 3rd Floor
Westlake Village, CA 91361
  • (805) 367-3653

Email Me

Daniel A. Short is also part of:
Short Wealth Management Group

A focus on personalized access and service

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.

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Investment Management

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Making sense of significant wealth

We can help you plan for it.

When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?

We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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