Our Team
Daniel H. Satz, MS, CFP®
Wealth Advisor, Partner
Daniel Satz is a Partner and Wealth Advisor at Novi Wealth Partners, where he leads client relationships and oversees the firm's technology, making sure the systems behind the planning work as well as the planning itself.
Daniel built his career around the conviction that financial advice should be unbiased. As a CERTIFIED FINANCIAL PLANNER™ practitioner and a fiduciary, he gives advice that serves his clients' interests and no one else's. He also holds the Chartered Retirement Planning Counselor (CRPC®) and Accredited Wealth Management Advisor (AWMA®) designations, along with a Master of Science in Personal Financial Planning (MPAS®).
He works across every area of financial planning and is drawn most to retirement and tax planning; the areas where careful work compounds quietly for decades. His approach reflects the values Novi was built on: humility, integrity, excellence, entrepreneurship, and empathy.
Daniel began his career at LPL Financial right before the Great Recession, which provided an education in how markets behave at their worst and in what clients need from an advisor when the numbers stop making sense. He went on to BNY Mellon as a Relationship Analyst before joining Novi Wealth Partners.
Born and raised in New Jersey, Daniel continues to reside there with his wife and two sons. Music and photography and cars round out his life outside the office. He once worked as a photographer professionally and still takes it seriously.
