Daniel Portman

Daniel Portman is a Financial Advisor with The Gemini Wealth Group, bringing more than 20 years of experience in the financial services industry. He works with individuals, families, and business owners to help them pursue their long-term financial goals through thoughtful planning, disciplined investment strategies, and personalized guidance.

Daniel believes that successful financial planning begins with truly understanding each client’s unique goals, priorities, and concerns. By taking the time to listen and develop a clear strategy, he helps clients create financial plans designed to build, protect, and preserve wealth through every stage of life.

Clients appreciate Daniel’s relationship-focused approach and his commitment to providing guidance that goes beyond investments alone. His goal is to serve as a trusted partner in helping clients make confident financial decisions and stay focused on what matters most to them.

As part of the collaborative advisory team at The Gemini Wealth Group, Daniel works alongside experienced professionals to deliver comprehensive financial planning and investment management solutions. The firm’s team-based approach allows clients to benefit from diverse perspectives and decades of combined experience while navigating an increasingly complex financial landscape.

Daniel holds FINRA Series 7 and Series 66 licenses and is also licensed in insurance.

Outside the office, Daniel enjoys spending time on the golf course and plays as often as he can.