As a CERTIFIED FINANCIAL PLANNER™ I have dedicated myself to being the go to professional for all of your financial and business needs and questions. Whether your concerns are business related or personal I have the experience, knowledge, and tools to help you reach your goals.

With my unique experience in consulting businesses who are looking to grow as well as businesses looking to recover after the economies unexpected hits, I can bring the expertise you need to build and lift your business to the heights you dream of. Every business and every business owner is different and as I have worked in the business world I have developed my abilities to recognize those differences and be able to tailor my advice to best fit each unique and exciting opportunity. 

In addition to helping many different businesses with their business planning and goals, I have and continue to help hundreds of individuals and families secure their financial future. As a CERTIFIED FINANCIAL PLANNER™ my only focus is you and what is in your best interest. As a fiduciary of your financial situation I bring together the financial instruments that you need to have a long and successful financial future. As I work with you we will discover where you sit financially, how secure your future goals are and what improvements need to be made. We will discover the proper mix of savings, investment, and insurance you need to get there. Whether your looking to preserve your finances or grow your wealth I can provide you the appropriate combination of stocks, bonds, certificates of deposit, mutual funds, annuities, life insurance, and private investment analysis to match your needs. As a fiduciary of your financial future you will always be in great hands.

As a father of the most wonderful and overly energetic children I understand how fast life moves and how difficult it is to balance all of the important things in life with the most important things in life which is the relationships we have with our family and friends. Life is busy and before you know it so many things have passed you by. Having a plan in place before life happens is key to being prepared for when it does.  

Daniel J. Esparza, JD, MBA

Attorney at Law

Habla español

“There’s a legal angle and there’s a business angle––but you need both to have perspective.”

This is a lesson I was fortunate to learn (and act upon) very early in my professional career. While knowledge of the law is absolutely fundamental to being an attorney, our clients almost always have needs that don’t fit in even the most detailed legal textbook or treatise. This is why I strive to provide my clients with solutions tailored to address not only their legal requests, but their specific business and personal needs. 

Although I am originally from Oxnard, California, Arizona has been my home for most of my life. I played baseball in various Arizona leagues through my freshman year, before focusing on wrestling for the remainder of high school. After graduating from Arizona State University, I entered graduate school, where I simultaneously earned two degrees: a Juris Doctor/Doctor of Jurisprudence (JD) (Indiana University Maurer School of Law) and a Master of Business Administration (MBA) (Sungkyunkwan University Graduate School of Business in Seoul, South Korea). 

I currently serve as a local officer (Advocate) in the Knight of Columbus, of which I have been a member since 2009. I greatly admire the vision of our founder, Ven. Fr. Michael J. McGivney, who tireless worked to protect families from financial struggle. I try to contribute to his dream by protecting people and their businesses through proper estate and business planning.