An Investment in Information

Listen to Capital Insights with Daniel Meier every Saturday from 3 p.m. to 4 p.m. on 1310 WIBA in Wisconsin.

Insight Into the Financial Future

There is no foolproof way to predict market performance, leaving so much uncertainty in your future. What we can do, however, is prepare for every scenario with strategies that are tailored to protect under any market condition. Every Saturday on Capital Insights with Daniel Meier, we go over the latest news that could affect your short and long-term goals as well as a few strategies we’ve developed over the course of decades to help you achieve your unique objectives. Our goal is to give you knowledge capital and empower you to take control of your financial future, no matter what your goals may be.

Meet Your Host

Daniel Meier, AWMA

Managing Wealth Advisor
Phone: (602) 732-4745
Email: [email protected]

In his nearly two decades of experience in the financial services industry, Daniel has learned what it takes to find success and achieve unique goals. The answer is hard work and focus. He also believes in a collaborative approach, not just within a team of financial professionals, but with all of his clients as he uncovers their objectives and desires. Once he has a thorough understanding of a client’s destination, he can design a plan to be used as a road map to navigate toward that endpoint.

Born and raised in Madison, Wisconsin, Daniel considers himself a cheesehead, but he attended the University of Minnesota where he pursued a triple major in corporate finance, investment finance and entrepreneurial studies. He also rowed crew for four years while at Minnesota and was fortunate enough to qualify for and race in several top national regattas while on the team.  After graduation, Dan became a financial advisor and quickly ascended in the industry, going on to instruct advisors and become a planning specialist. Now, his entrepreneurial spirit has led him to his latest endeavor as a wealth advisor and business owner. With his own firm, he believes he can finally offer the service his clients so richly deserve with no limitations or constraints.

Daniel enjoys spending his free time with his wife and four children. He always dreamed of becoming a husband and a father, and he now gets to live that dream each day. Together, the Meier family loves to travel, visit the lake, entertain friends and family, and participate in various sports. Daniel also continues to strength train and row every week in his pursuit of betterment physically and mentally, giving him the opportunity to be a more well-rounded person, family member and advisor.

“I live for my family, and in this business, clients are family. I aim to provide the same service I’d provide to my loved ones, and I offer care directed primarily toward their needs. At the end of the day, I want to be able to say that I brought not just value to their lives, but also a plan to make their dreams a reality.”

-Daniel Meier, AWMA

Gain Insight into Your Life

Though Daniel Meier takes the lead on his show, we also want to hear from our valued listeners. Fill out our form below to ask a question or recommend a topic you’d like to hear us cover. Chances are, you aren’t the only one who needs answers, and we’d love to provide them. Be sure to tune in to 1310 WIBA every Saturday from 3 p.m. to 4 p.m. or listen on demand on your favorite podcasting platform to hear us tackle your questions!