Daniel Delaney
Regional Partner
Email: ddelaney@cpsllcms.com
Phone: 219-316-9839
Daniel Delaney has been in the financial services industry since 2018 where he worked as a Financial Advisor for an Independent Wealth Management firm. Daniel quickly found great value in advanced tax planning for his clients and became associated with Capital Preservation Services in 2019. Daniel has created his own financial planning firm, Seek & Find Financial, that specializes in helping small businesses and highly compensated employees reduce their tax liability, grow their business, and set financial goals.
Daniel played baseball at the collegiate level for Fresno State, Orange Coast College, and Valparaiso University. Daniel is a regional partner for the Chicagoland area as well as Southern California where he was born and raised.
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