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Daniel Field, CFP®

Daniel Field, CFP®

Associate Wealth Advisor

 Daniel J. Field CFP® is an Associate Wealth Advisor at Summit Financial, LLC. For over 15 years, he has been delivering financial advice to high-net-worth clients. His focus is to work closely with our clients to understand their goals and objectives, help them implement customized financial planning strategies, all while feeling confident along the way. He has always felt financial planning is more than numbers and investments, it is a process to plan, chart your progress and help guide clients to achieve their own personal financial freedom in the end.

Daniel graduated from Penn State University, majoring in Finance. He completed his CFP® designation in 2015 and is fully licensed in investment and insurance.

Daniel is married to his wife, Kate, for 11 years. They have three children, Wesley, Hannah and Avery. Kate is a 4th grade school teacher in Sussex County. Daniel enjoys staying active, hiking, running, triathlons, skiing, playing with his kids and cheering on his alma mater Penn State in all sports.