Daniel V. Beringer, CFP

Director, Wealth Management Services at Gries Financial Partners

Speaker

Daniel Beringer leads GFP’s presence in Nashville, managing comprehensive client relationships throughout Middle Tennessee and the surrounding regions. As a client advocate, he partners with high-net-worth clients to understand their needs and provide personalized strategies that meet their short and long-term goals. Daniel’s focus with clients involves the creation and preservation of wealth through asset allocation and in-depth financial planning which includes tax and estate planning. Prior to joining GFP, Daniel served as Vice President, Financial Consultant with Charles Schwab in Greater Los Angeles. He received his B.S. in Business Economics from Miami University, where he met his wife, Sara, who works as an RN at Vanderbilt Children’s Hospital. Outside the office, Daniel enjoys involvement in the community which includes working closely with the homeless and as a mentor in Big Brothers Big Sisters of Middle Tennessee. Daniel holds the Certified Financial Planner (CFP®) designation.