Daniel Ventura, CFP^®, EA

After more than 10 years at J.P. Morgan and Merrill Lynch, Daniel Ventura co-founded Praetego Private Wealth with the goal of providing clients the advantages that an independent wealth management firm can deliver. His practice is centered on retirement planning—helping clients prepare for financial independence in the years leading up to retirement and guiding them through the critical decisions that follow.

Originally from Camden, New Jersey, Daniel earned his Finance degree from Immaculata University in Pennsylvania, where he played soccer and worked as a finance and 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, along with the CERTIFIED FINANCIAL PLANNER™ and IRS Enrolled Agent designations, which allow him to deliver a holistic, tax-aware approach to retirement and wealth planning.

Daniel lives in Trinity, Florida, with his wife Kayla, a labor nurse, their son Harrison, and Stella (deceased), a dachshund rescue. Outside of work, he enjoys time with family, playing golf, and especially soccer, which he has played for most of his life.