History
Since graduating from the University of Texas at Austin with a Bachelor's in Business Administration in Accounting and Finance in 1984, Daniel Caswell has advised a number of successful companies, founders, executives, and CEOs. His years of experience include time at an international CPA firm as director of asset management, as treasurer of a Fortune 500 company, and as director and CFO of a venture capital firm. Today, he works as the personal CFO for some of the most successful business owners and executives in the country. Daniel has worked on numerous projects with multiple industry leaders and advisors over the past 30 years of his career, while at the same time sharpening his ability to design and integrate custom solutions for the complex problems that CEOs and business owners face daily. As a father and a former CFO, he provides critical, independent advice for his clients to help protect their families and extract the best value from a lifetime of hard work and investment.
Specialties
CPA and Financial Advising with over 30 years of experience helping business owners and executives. We focus on holistic planning first, then target the tax solution.