Our Team
Daniel H. Satz, MS, CFP®
Wealth Manager, Partner
Daniel Satz is a dedicated Wealth Manager and Partner at Novi Wealth Partners, where he has been serving clients since 2015. Initially joining the firm as an Associate Wealth Manager, Daniel's commitment and expertise quickly propelled him to his current role, where he leads client relationships and oversees technology within the firm.
Driven by a passion for providing unbiased financial advice, Daniel enjoys guiding clients through all aspects of their financial planning needs. As both a CERTIFIED FINANCIAL PLANNER™ practitioner and a fiduciary, he prides himself on offering advice that is always in the best interest of his clients. Daniel holds several prestigious designations, including Chartered Retirement Planning Counselor (CRPC®), Accredited Wealth Management Advisor (AWMA®), and a Master of Science in Personal Financial Planning (MPAS®).
Daniel's professional values align with those of Novi Wealth Partners: humility, integrity, excellence, entrepreneurship, and empathy. While he specializes in all areas of financial planning, he particularly enjoys working on retirement and tax planning, finding great satisfaction in helping clients achieve their financial goals in these areas.
Before joining Novi Wealth Partners, Daniel worked for BNY Mellon (Albridge) as a Relationship Analyst, where he honed his skills in managing client relationships and providing strategic financial solutions. He began his career at LPL Financial, working through the Great Recession, which provided him with invaluable experience in navigating complex financial markets and helping clients maintain confidence in their financial plans during challenging times.
Born and raised in New Jersey, Daniel continues to reside there with his wife and two sons. Outside of his professional life, he is deeply involved in music, playing multiple instruments and performing in various bands, most recently in a cover band with other professionals from the Princeton area. Additionally, Daniel has a keen interest in photography, having previously worked professionally in the field and now pursuing it as a serious hobby.
