Guest
Daniel Friedman
Founding Partner & Chief Executive Officer
As CEO and Co-Founder of WMGNA, Daniel Friedman has led the firm since 1995, pioneering its innovative Tax-Out Financial Solutions™ model and driving its national growth.
Daniel built WMGNA around a unique philosophy: that tax planning is inseparable from financial planning. Under his leadership, the firm introduced a subscription-based model, integrated CPA partnerships, and innovative concepts like “Restylement™”—a reimagined approach to retirement planning. Today, WMGNA has subscribers across more than 35 states, delivering strategies that emphasize tax efficiency, risk management, and long-term success.