Navigating the complex labyrinth of wealth management can often leave even the most financially savvy individuals feeling perplexed and uncertain. You want to do what’s best for yourself and your nest egg but it can feel so complicated. Seeking assistance from a seasoned wealth manager may be the key to offering peace of mind with your future funds. Empowering yourself to work with a wealth management firm is a smart way to ensure your hard-earned money keeps working hard for you.
Our Folsom community is fortunate to have a local resource that provides holistic wealth management and comprehensive solutions for families and businesses. Meet Daniel Poppers, AIF ®, President & Wealth Advisor at Ideal Life Wealth Management, a full-service financial planning firm offering a comprehensive range of services designed to address every aspect of their clients’ financial lives. They provide services in retirement planning, estate considerations, tax optimization, insurance analysis, and more. Overall,
their comprehensive offerings are designed to provide clients with peace of mind, knowing that every aspect of their financial lives is carefully considered and integrated into a cohesive strategy aimed at achieving their long-term goals. They serve as a trusted partner, guiding clients every step of the way on their financial journey.
Daniel moved from the Coachella Valley to Lake Tahoe in 1998 for college and to follow his passion for snowboarding. He later moved to Sacramento and was a professional photographer and video producer, but felt a calling to embark on a career that would be more impactful and meaningful. He got into the financial industry and has been doing that since 2013. Before joining LPL Financial in 2017, he built his business at Edward Jones, where he was recognized and awarded for opening his branch office in Folsom from scratch. An entrepreneur at heart, Daniel is proud to be an independent financial advisor with LPL Financial where he can tailor service offerings to the needs of his clients.
Daniel and his team’s mission is to help all clients live a happier,
healthier, and better quality of life. They seek to assist clients with defining their values and goals to help them attain their vision of an ideal life. Daniel’s biggest inspiration to start his own independent financial services company stems from a profound desire to make a meaningful difference in the lives of clients and their families and offer a more personalized approach to wealth management.
Daniel is an Accredited Investment Fiduciary (AIF ®) which means he upholds a sacred commitment to always act in the client’s best interests. Daniel also believes financial planning is a necessary piece of a successful retirement plan and works diligently to identify and work towards goals that are planned out in conjunction with wealth management. Daniel and his team take pride in positively impacting not only clients' lives but also future generations, enabling clients to contribute to grandchildren's education funds, pay off mortgages early, and manage unexpected expenses without dipping into savings or retirement.
Beyond his professional endeavors, Daniel finds joy in cherishing moments spent outdoors with his three children as they pursue their ideal life. When he's not immersed in the stock market, Daniel can be found enjoying the beauty of California, from catching waves, skiing, and hockey to boating, fishing, and photography. IdealLifeWealth.com
“Empowering people to achieve their financial goals and live
their Ideal Life.”
