Wells Fargo Advisors
46yrs
Top advisor by experience in Coral Gables
8yrs
Daniel Mesa
Financial advisor at Beacon Global Advisor Network
Daniel Mesa has worked in the financial industry for 8 years and is a fiduciary financial advisor based in Coral Gables, Florida. After two years at Skybound Wealth USA, Daniel joined Beacon Global Advisor Network in 2023, a firm offering financial planning, investment management, and retirement plan consulting. Daniel holds the CFP® designation.
One of 980 advisors with offices in Coral Gables, and one of 926 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?More experience than 70% of advisors at Beacon Global Advisor Network
Office150 Alhambra Circle, 10th Floor, Coral Gables, FL 33134
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$536,798
Advisors at the firm54
States licensed ?1 state
Services through Beacon Global Advisor Network
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2023 – nowBeacon Global Advisor Network, LLCCurrent firm
- 2021 – 2023Skybound Wealth USAPreviously
- 2019 – 2021Beacon Global Advisor Network, LLCPreviously
Contact Daniel
(888) 679-6474Firm headquarters in Atlanta, GA. Ask for Daniel. 150 Alhambra Circle, 10th FloorCoral Gables, FL 33134Office · Get directions
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- 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 Beacon Global Advisor Network at (888) 679-6474 and ask for Daniel Mesa. Daniel works from the Coral Gables, FL office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2018, about 8 years. More experience than 70% of advisors at Beacon Global Advisor Network.
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?
Beacon Global Advisor Network reports being paid by a percentage of the assets they manage, hourly 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.
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