Corey N. Daniel

Corey Daniel has served as Co-Founder and Partner of 4thGEN Wealth Management, LLC since its founding in 2015.  

Corey began his career in financial advisory services in 2001 with Morgan Stanley.  On September 11, 2001, he was attending a training session on the 61st floor of the South Tower of the World Trade Center in New York City.  The terrorist attacks began in the morning, and Corey was still in the building when it was hit by United Flight 175.  He successfully evacuated via Emergency Stairwell “A” and was approximately five blocks away when the South Tower collapsed.

Corey specializes in fee-based financial advisory services, investment portfolio management, tax-reduction strategies, retirement planning, and qualified plan analysis for business owners and plan participants.  Prior to his career in financial services, Corey worked for several technology companies in Silicon Valley.  He holds a Bachelor of Science degree in Industrial Technology with a minor in Consumer Packaging from California Polytechnic State University, San Luis Obispo. 

Corey and Kim, his wife of 30+ years, live in Lodi.  He enjoys spending time at a family cabin in Lake Tahoe, traveling to see their children and grandchildren, and cheering on the 49ers as a forever, faithful fan.