DANIEL SCHMALTZ
Touchstone Wealth
As a Certified Exit Planning Advisor (CEPA®), Daniel Schmaltz is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{custom_meta_description=Daniel Schmaltz - - Touchstone Wealth - Scottsdale, Arizona, city=Scottsdale, display_country=United States, hs_object_source_detail_1=Find A CEPA (JANUARY 2025), hs_object_source_label=AUTOMATION_PLATFORM, url_slug=daniel-schmaltz, lname=Schmaltz, hs_object_source_id=enrollmentId:1513997350821;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20JANUARY%202025/SCHMALTZ-DANIEL-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-2025-JANUARY.pdf, hs_createdate=1739200633149, cohortium_profile_title=Daniel Schmaltz | Financial Advisor at Touchstone Wealth | CEPA Connect Member, state=Arizona, id=23822865271, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Daniel Schmaltz, email=daniel@touchstonewealth.com, cohortium_meta_description=Connect with Daniel Schmaltz, a specialized Financial Advisor working with Touchstone Wealth based in Arizona., associated_contact_record_id=46835029811, website=https://touchstonewealth.com/team/, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20JANUARY%202025/8611_Schmaltz_CEPA-Certificate-2025-January.pdf, is_editable=editable, url_slug_2=daniel-schmaltz, impersonate_user_url=https://exit-planning-institute.org/member-detail/daniel-schmaltz?impersonation=true, full_name=Daniel Schmaltz, hs_lastmodifieddate=1764932329157, phone=+16024789829, company_name=Touchstone Wealth, name=Daniel, hs_object_id=23822865271, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=85250, status=Published, hs_updated_by_user_id=49327279}
- Advisor Type: Financial Advisor
- Website:
https://touchstonewealth.com/team/ - Phone: +16024789829
- City: Scottsdale
- State: Arizona
- Postal Code: 85250
- Country: United States
- Designations:
- Markets Served:
- Company Name: Touchstone Wealth
