Daniel Mcmahon
Investment Advisor Representative
Carlsbad, California, United States
Summary
👤
Senior🎓
Top SchoolDaniel McMahon is an experienced Investment Advisor Representative and COO based in Carlsbad, California, with 12 years in financial services and a BS in Management Science from UC San Diego. He advises small business owners, medical professionals, non-profits, individuals in transition, and near-retirees, specializing in written financial plans, fee-based asset management, retirement optimization, qualified plans, and risk-management strategies. As leader of Terramar Wealth and previously serving through firms like SagePoint, Osaic, and Commonwealth Financial Network, he blends hands-on client work with firm operations and compliance awareness. Daniel’s practice emphasizes Social Security optimization and tailored retirement plan design, reflecting a focus on actionable, income-focused outcomes for clients approaching retirement. Notably, he maintains continuity across multiple broker-dealer relationships, demonstrating adaptability in delivering regulated advisory solutions. His California insurance license and longevity in both advisory and operational roles underscore a pragmatic mix of technical knowledge and relationship-driven service.
12 years of coding experience
University of California San Diego
Github Skills (84)
command-line-tool10
hubot10
relic10
cli10
macos10
binaries10
robot10
homebrew10
newrelic10
administration10
robotics9
slack-bot9
cjs9
chat9
country-codes9
Programming languages (6)
Github contributions (5)
slashrocket/saas
Apr 2015 - Aug 2015
Contributions:54 commits, 1 PR, 47 pushes in 4 months
as-a-serviceslackslackbotslack-bot
slashrocket/rocketbot
Jun 2015 - Oct 2017
Contributions:89 commits, 11 PRs, 65 pushes in 2 years 4 months
discordminecraftonboarding
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