Daniel Cazac
Advisor at Fidelity
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Daniel Cazac is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2014, serving in roles including Financial Consultant and Portfolio Specialist. Prior to joining Fidelity, Daniel was Vice President, Financial Consultant at Charles Schwab from 2012 to 2014 and served as President of Texas Made Wealth, LLC from 2016 to 2021.
Daniel has experience in multi-generational wealth planning, philanthropic planning, and wealth management. He has worked extensively with families to visualize and implement plans addressing long-term objectives such as retirement, funding college education, and wealth accumulation. He holds insurance licenses in Arkansas and California.
Outside of his professional work, Daniel enjoys beach activities, family time, and parenthood.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Provider of model portfolios
Expertise
Multi-generational wealth transfer
Charitable giving & philanthropy
Wealth management
College savings (529s, UTMA, etc.)
Demographic focus
Parents
Work history
Fidelity Investments
2025 - Present (1 year)
Fidelity Investme Nts
2021 - Present (5 years)
Texas Made Wealth
2016 - 2021 (5 years)
Lutheran Foundation of the Southwest
2015 - 2021 (6 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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