Daniel Academia joined Aldrich Wealth in 2026, with a focus on client service, Registered Investment Advisor (RIA) operations, and supporting high-net-worth and ultra-high-net-worth individuals. He is passionate about helping clients navigate financial decisions and creating meaningful experiences that support their long-term goals. 

Daniel brings experience from both the financial services and technology industries. Prior to joining Aldrich Wealth, he worked as a Relationship Manager with a national financial services firm, supporting RIAs and their custodial needs. He also worked within SaaS organizations as a Customer Success Manager, partnering with clients to help achieve strategic business objectives through enterprise technology solutions. 

Daniel earned a Bachelor of Science in Business Administration from Chapman University. 

Outside of work, Daniel enjoys spending time with his wife and daughter, playing pickleball, surfing, and making homemade pizza in his pizza oven.