Grattan Financial Strategies
44yrs
Top advisor by experience in San Gabriel
25yrs
Daniel Grattan
Full name on record: Daniel Vincent Grattan
Financial advisor at Grattan Financial Strategies
Based in San Gabriel, California, Daniel Grattan is a fiduciary financial advisor with 25 years of industry experience. Daniel has been with Grattan Financial Strategies since 2019. Grattan Financial Strategies offers financial planning and investment management and is paid through a percentage of assets, hourly fees, and commissions.
One of 27 advisors with offices in San Gabriel, and one of 25 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?More experience than 72% of advisors nationwide
Office8814 Huntington Drive, San Gabriel, CA 91775
How the firm is paid ?Percent of assets, Hourly, Commissions
Typical client at the firm ?$1.13 million
Advisors at the firm2
States licensed ?1 state
Services through Grattan Financial Strategies
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowGrattan Financial Strategies, Inc.Current firm
Contact Daniel
(626) 451-0840Grattan Financial Strategies main office 8814 Huntington DriveSan Gabriel, CA 91775Office · Get directions
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Grattan Financial Strategies at (626) 451-0840 and ask for Daniel Grattan. Daniel works from the San Gabriel, CA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2001, about 25 years. More experience than 72% of advisors nationwide.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Grattan Financial Strategies reports being paid by a percentage of the assets they manage, hourly fees, commissions on some products. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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