Daniel S. Kern

Daniel S. Kern

Chief Investment Officer

TFC Financial Management

Daniel is chief investment officer for TFC Financial Management, a wholly independent, fee-only, financial advisory firm based in Boston. TFC's revenues are derived solely from the fees it charges for the services it provides.

Prior to joining TFC Financial Management, Daniel was president and CIO of Advisor Partners. Prior to joining Advisor Partners, Daniel was Managing Director and Portfolio Manager for Charles Schwab Investment Management, managing asset allocation funds and serving as CFO of the Laudus Funds. Prior to Schwab, he was Managing Director and Principal for Montgomery Asset Management.

Daniel is a graduate of Brandeis University and earned his MBA in Finance from the University of California, Berkeley. He is a CFA Charterholder and a former President of the CFA Society of San Francisco. He also sits on the Board of Trustees for the Green Century Funds.