Bobby Daniels

Q: What is Bobby Daniels email address?

Email Bobby Daniels at daniels.robert1@gmail.com and bdaniels@onlyworkforyou.com. This email is the most updated Bobby Daniels's email found in 2026.

Q: How to contact Bobby Daniels?

To contact Bobby Daniels send an email to daniels.robert1@gmail.com or bdaniels@onlyworkforyou.com. If you want to call Bobby Daniels try calling on 515-493-9530 and 515-267-8530.

Wealth Advisor at Jordan Creek Financial Solutions | West Des Moines, Iowa, United States

About Bobby Daniels

Bobby Daniels joined Syverson Strege in 2023 as a CERTIFIED FINANCIAL PLANNER™ practitioner, bringing a wealth of experience and a unique perspective to the firm. With his Certified Investment Management Analyst (CIMA®) designation earned in 2021, Bobby is well-equipped to navigate the complexities of investment strategies and portfolio management. His diverse background in the financial services industry encompasses sales, financial planning, and client relationship management, allowing him to approach financial planning with a holistic view that prioritizes the unique needs of individuals and families.

At Syverson Strege, Bobby focuses on helping clients achieve their personal and financial goals through tailored strategies in retirement planning, budgeting, and investment management. He is particularly passionate about empowering clients to make informed decisions regarding their financial futures, whether it's through effective insurance planning, disability insurance, or long-term care solutions. Bobby’s commitment to team building and collaboration enhances the firm’s culture, fostering an environment where innovative financial solutions can thrive.

Currently, Bobby is involved in several key projects aimed at enhancing client engagement and education, including workshops on retirement readiness and investment fundamentals. His expertise in finance, combined with his personable approach, allows him to build lasting relationships with clients, guiding them through life's financial milestones with confidence. As he continues to grow in his role at Syverson Strege, Bobby remains dedicated to providing exceptional service and insightful financial guidance that aligns with the firm’s mission of helping clients achieve lasting financial success.

Bobby Daniels Work

Financial Planner at Syverson Strege in September 2026 to September 2026

Financial Advisor at Edward Jones in September 2026 to September 2026

Senior Regional Sales Director at Sammons Retirement Solutions in September 2026 to September 2026

Bobby Daniels Education

Yale School of Management, January 2020 to January 2021

Kaplan University, January 2017 to January 2018

Iowa State University - College of Business, January 2007 to January 2011

Bobby Daniels Skills

Life Insurance

Mutual Funds

Strategic Planning

About Bobby Daniels's Current Company

Jordan Creek Financial Solutions

Discover more about Jordan Creek Financial Solutions

Frequently Asked Questions about Bobby Daniels

What is Bobby Daniels email address?

Email Bobby Daniels at [email protected] and [email protected]. This email is the most updated Bobby Daniels's email found in 2026.

What is Bobby Daniels phone number?

Bobby Daniels phone number is 515-493-9530 and 515-267-8530.

How to contact Bobby Daniels?

To contact Bobby Daniels send an email to [email protected] or [email protected]. If you want to call Bobby Daniels try calling on 515-493-9530 and 515-267-8530.

What company does Bobby Daniels work for?

Bobby Daniels works for Jordan Creek Financial Solutions

What is Bobby Daniels's role at Jordan Creek Financial Solutions?

Bobby Daniels is Wealth Advisor

What industry does Bobby Daniels work in?

Bobby Daniels works in the Financial Services industry.