Daniel Drabinski

Daniel J. Drabinski, CFA, MSFS, AEP, CEPA, CMT, CAP, RICP, is a seasoned professional with over 23 years of experience in the financial industry. Having transitioned from institutional portfolio management and trading to a focus on helping individuals and families, he is committed to advocating for his clients' financial well-being.

Mr. Drabinski holds a BS in Corporate Finance & Investments from Babson College and has completed the Masters of Science in Financial Services and Accredited Estate Planner program through the American College. He has accrued a robust set of professional designations including CFA, MSFS, CMT, CFBS, AEP, RICP, CAP, and CLTC.

In his role, he offers comprehensive financial services such as planning, retirement analysis, estate strategies, employee benefit solutions, business continuation strategies, and trust services. He collaborates with a network of experienced professionals to deliver tailored solutions to his clients.

Outside of his professional endeavors, Mr. Drabinski is actively involved in various community organizations, holding leadership positions in the Moody Family Park Cities YMCA, the Rotary Club of Park Cities Foundation, the Dallas Estate Planning Council, and more. He is also engaged with industry associations like the CFA Society of DFW, the ACG, and contributes as an active member of the Christ the King Kingsmen.

Recognized for his contributions to the industry, Mr. Drabinski has received accolades such as MDRT, Society 1851, Blue Chip, Freshman 5, and was a finalist for the 2019 Financial Advisor Volunteer of the Year award. His dedication to helping others extends beyond his professional life as evidenced by his involvement in community service and various organizations.