Daniel Tumba, CFP®, CIMA®
Daniel has been with JPMorgan Chase & Co. since 2007 and has been with the Tiano Group at J.P. Morgan Securities since 2008.
Daniel's responsibilities include financial planning, manager selection and due diligence, portfolio analysis and advising clients on both sides of their balance sheets. A graduate of University of Florida, Daniel studied Business Administration with a focus in Economics. Daniel is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Investment Management Analyst™ consultant. He earned the CFP® designation after studying Financial Planning at Boston University and earned the CIMA® designation after studying Investment Management at the University of Chicago Booth School of Business.
Daniel currently serves on the Trade and Government Relations Committee for The Swedish American Chamber of Commerce Fort Lauderdale & Palm Beach, and on the Nominating Committee and Young Leadership Committee for JDRF. He was a founding member and director of the Sven Tumba Education Fund, a family charity that provides educational opportunities for children around the world through the use of sports and social involvement programs.
He lives in Jupiter, Florida, with his wife, Tiffany, and their two sons. His interests include golf, cooking, collegiate sports and working with children.
Registered States: AL, AK, AR, AZ, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VA, V.I., WA, WV, WI, WY
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investment Management Consultants Association (IMCA®) is the owner of the certification marks “CIMA®,” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.