Daniel M. Gonzalez*, CFS
Daniel is a graduate of El Camino College and holds an associates degree in Architecture.  Early and extensive work experience in the Engineering Field supports his strong understanding of complex financial concepts. 

Daniel holds the Certified Funds Specialist (CFS) designation and has worked in the Financial Services field for 14 years and  and working under his own firm name for the past 10 years.  Recently, Daniel merged his firm with FMC Financial, bringing his vast experience and expertise in the small-business owner arena.  

Daniel is a member of the National Association of Insurance and Financial Advisors and of the Orange County Chapter of Business Network International.

Daniel Gonzalez is a Registered Representative of, and offers securities through MML Investors Services, Inc., member SIPC. Supervisory Office: 4695 MacArthur Court Suite 1000 Newport Beach, CA 92660 (949) 660-1717. FMC Financial is not a subsidiary or affiliate of MML Investors Services, Inc.
 

CA Insurance License #:0785707

PRODUCTS AND SERVICES
FMC Financial Group offers a full range of services to help clients identify and realize their financial goals. Our services include:
Estate and retirement analysis
Investment* and portfolio analysis
Pensions and employee benefit plans
Disability income insurance analysis
Executive compensation and business insurance plans

Our strategy is to recommend products and programs based on a clear understanding of each client's individual needs, means, goals, temperament, and willingness to handle risk.

PERSONAL PLANNING

BUSINESS PLANNING

INVESTMENT AND PORTFOLIO ANALYSIS

YOUR ONE SOURCE FOR ALL YOUR PLANNING NEEDS
Wealth Management Solution allows you to see all your portfolio’s elements in one place for maximum control of your financial future. Wealth Management Solution automatically organizes your investments, insurance, estate plan, bank accounts and other financial instruments, so you can see in a glance how you’re doing – and what more you may need to do to help you achieve your personal financial goals!

With Wealth Management Solution, you can:
Monitor your portfolio’s financial performance on a daily basis!
Continuously measure your portfolio’s performance against your financial objectives!
Receive automatic alerts when Wealth Management Solution detects a problem – or discovers an opportunity!
Share data with your FMC Financial Group Representative via computer to receive real-time input without leaving the comfort of your home or office!

Knowledge is power. Consult your Wealth Management Solution account often to monitor portfolio performance.

  Wealth Management Solution: Client Web Link

*Daniel Gonzalez is a registered representative of, and offers securities through MML Investors Services, Inc., member SIPC.  Supervisory office: 4695 MacArthur Court, Suite 1000, Newport Beach, CA. 92660.  Tel (949) 660-1717

Locations | Products and Services | About Us | Meet the Team | Career Opportunities | Wealth Management Solution

Copyright © 2005
FMC Financial Group
Tracking # 047940-001

FMC Financial Group • 4695 MacArthur Court Suite 1000 • Newport Beach CA 92660 • 949-660-1717 • Fax: 949-660-1991