Eagle Strategies
46yrs
Top advisor by experience at Eagle Strategies
12yrs
Daniel Abrams
Full name on record: Daniel Patrick Abrams
Financial advisor at Edelman Financial Engines
Based in Highlands Ranch, Colorado, Daniel Abrams is a fiduciary financial advisor with 12 years of industry experience. Daniel joined Edelman Financial Engines in 2024, after a year at Empower Advisory Group and eight years at Personal Capital Advisors. Edelman Financial Engines offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and subscription fees.
One of 174 advisors with offices in Highlands Ranch, and one of 157 fiduciaries.
At a glance
Experience12 years (since 2015)
How that compares ?12 years in the industry
OfficeHighlands Ranch, CO
How the firm is paid ?Percent of assets, Hourly, Subscription, Flat fee, Other
Typical client at the firm ?$375,508
Advisors at the firm727
States licensed ?1 state
Services through Edelman Financial Engines
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
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.
Series 65Uniform Investment Adviser Law Examination
Career
- 2024 – nowEdelman Financial EnginesCurrent firm
- Apr 2023 – Jul 2024Empower Advisory Group, LLCPreviously
- 2015 – 2023Personal Capital Advisors CorporationPreviously
Contact Daniel
(833) 752-6333Firm headquarters in Santa Clara, CA. Ask for Daniel. Highlands Ranch, COOffice · Get directions X (Twitter) pageEdelman Financial EnginesIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call Edelman Financial Engines at (833) 752-6333 and ask for Daniel Abrams. Daniel works from the Highlands Ranch, CO office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2015, about 12 years. 12 years in the industry.
What licenses does Daniel hold?
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?
Edelman Financial Engines reports being paid by a percentage of the assets they manage, hourly fees, subscription fees, flat or fixed fees, other fees. 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.
Other advisors nearby
Evergreen Investment Management
46yrs
Top 1% by experience in Colorado
SPC
42yrs
Top 2% by experience in Highlands Ranch
LPL Financial
41yrs
Top 2% by experience in Highlands Ranch
Mariner
39yrs
Top 2% by experience at Mariner
Roots First Wealth Management
38yrs
Top 3% by experience in Highlands Ranch