DANIEL AGEMY, CPM®, RFC®

Daniel J. Agemy, CPM®, RFC®, has been working in the world of finance for most of his life! As a boy, he helped his dad, Andrew Agemy, in the office, and grew up learning how the business operates. As he got older, he realized he had a special knack for communicating complex financial concepts and a passion for education.

Daniel went to school in Texas to study disaster relief, but when he returned to his dad’s business, he found that it gave him the same kind of adrenaline rush he got from one of his favorite pastimes, mountain climbing. In other words, he was hooked!

Daniel received both his Series 7 and Series 6 licenses in 2014. He eventually earned his way into partnership at Agemy Financial Strategies, and in 2015 he co-founded Agemy Wealth Advisors, LLC, a discretionary investment advisory firm. He is now the COO and CIO, respectively. In 2018, Daniel received the highly esteemed CPM® designation (Certified Portfolio Manager) from Columbia University IEOR and has been nominated for the Five Star Wealth Manager award for years in a row.

Daniel is well-versed in the alternative ways of helping retirees generate income streams throughout their retirement. He loves speaking with and developing relationships with clients, and they, in turn, love him.

Daniel enjoys listening to their challenges and sharing ideas on how to improve their situations. He believes the world is getting increasingly more complex and the way to stay ahead is by continuously educating himself, his team, and his clients. Daniel has over ten years of experience explaining and managing custom-designed retirement plans built to generate dependable income and help retirees achieve their dream retirement and lifestyle. He says money management is his favorite aspect of working as a CIO, and that helping people with their finances has become his true passion.

Daniel and Andrew co-host the wildly popular radio show and podcast, Financial Strategies, which airs every weekend in Connecticut and Colorado and is available wherever you listen to your favorite podcasts and on YouTube.

Daniel lives in Denver and enjoys traveling and exploring different cultures, snowboarding, hiking, mountain climbing, biking, and cooking. He is a voracious reader and reads about 40-50 books a year.