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Daniel Ventura, CFP®, EA

Private Wealth Advisor   |   Founding Partner

After working for more than 10 years at J.P. Morgan and Merrill Lynch, Daniel Ventura co-founded Praetego Private Wealth with the goal of providing clients with the advantages that an independent wealth management firm can deliver. Originally from Camden, New Jersey, Daniel earned his Finance degree from Immaculata University in Pennsylvania, where he played soccer and worked as a finance/accounting tutor. He later earned a Master’s degree in Securities Analysis and Portfolio Management from Creighton University in Omaha, Nebraska. Daniel holds the FINRA Series 7 & 66 and Florida Health & Life Agent licenses. He has earned the designations of CERTIFIED FINANCIAL PLANNER™ IRS Enrolled Agent, two credentials that he uses to provide clients with a holistic approach to their financial planning needs.

Daniel lives in Trinity, Florida, with his wife, Kayla, a labor nurse, their son, Harrison, and Stella, a dachshund rescue. Daniel enjoys spending time with his family, playing golf and especially soccer, which he has played the majority of his life.

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