Daniel R. Moreno

Empathy, integrity, and dedication to improving the lives of others are among the core attributes behind Daniel Moreno and the foundation of his financial services practice.

Built on relationships and experience dating back to 2009 when Daniel joined the financial services industry, his focus is centered on one overarching goal: empowering his clients with positive financial behavior to provide confidence. With acute attention to detail and industry nuances, Daniel is a relentless advocate for clients in addressing a full range of financial objectives. His passion and intellectual depth enable him to connect with clients on an individual level to help better create strategies for their specific needs.

As a knowledgeable professional in estate planning strategies and retirement income planning, Daniel guides clients through a comprehensive planning process that encompasses a clear, simplistic, and tax-efficient course of action their specific needs. Daniel’s approach is anchored in his experience in wealth management. He creates a roadmap for families and individuals designed to have sustainable, multigenerational wealth while developing a strategy for asset preservation and living their best life.

Daniel initially built his practice with Prudential, where he joined the Million Dollar Roundtable as a Court of the Table Member. Daniel earned his Bachelor of Science Degree in finance from Westfield State University.

Daniel and his team’s mission is to provide individuals, families, and business owners with sound financial advice and to assist them in reaching financial freedom.

California Insurance License # 2022795

Daniel Vega

Daniel joined the financial services industry in 2013 with Merrill Lynch where he received his Chartered Retirement Planning Counselor (CRPC) designation. He then joined Prudential Advisors in 2017 where he was quickly promoted to the Manager of Training and Development for the New York office.
Prior to this, Daniel spent 10 years working for various legislative leaders at the state and local level and has worked on countless races from City Council to President. This experience gives Daniel a unique perspective on how the decisions politicians make can impact your financial future.
Daniel’s love of history has helped his clients on numerous occasions. Over time he has learned that mistakes are often repeated and can be avoided by just looking to the past.

California Insurance License # 4103903

Luke Hagler

As a Vice President at Equitable Advisors Luke helps our team when it comes to best practices and strategies. His years of management experience is an asset to our team. Luke has help to ensure we are doing all we can to be the best resource we can be for our clients.

Christopher Moss

As an Equitable Advisors staff member, Chris supports our teams operations and helps to ensure our business is running smoothly. This is an essential piece of our business to ensure we are organized and operating in the more efficient way to service out clients.

Jillian Amon

As an Equitable Advisors staff member, Jill supports our team on a technological level, by making sure we are trained on all tools and platform we use on a day to day basis. Her guidance ensures we are able to service our clients efficiently.

Tara Patullo

As an Equitable Advisors staff member, Tara supports our team through different avenues of marketing strategy. Website optimization, social media strategy, email marketing, and content creation.