Meet the Team
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Daniel Duran
Wealth Advisor
With his more than twenty years of experience, Daniel enjoys helping individuals and families at SF Fire Credit Union reach their financial goals by offering detailed financial advice and helping them create personalized financial plans. He is deeply committed to his clients' goals and wellbeing and strives to listen and provide them with help to fit their unique circumstances. He is also fluent in Spanish.
When not working, Dan can be found spending time with his wife and two kids. They enjoy spending time outdoors, travelling, and playing sports.
Dan believes the HIGHEST compliment he can receive from a client is a referral. Please feel free to pass along the name of a friend, colleague, or family member whom you feel would benefit from a consultative discussion on their financial objectives and goals.
Michael Kenyon
Wealth Advisor
Michael is dedicated to helping members achieve their financial goals through personalized investment strategies and comprehensive financial planning. With a deep understanding of the unique needs of credit union members, Michael specializes in crafting tailored solutions that align with each client’s objectives and circumstances.
With Series 7 and 66 securities licenses held with LPL and a Life and Variable Annuity Insurance License in California, Michael has a combined experience of 25 years in technology and wealth management, including Merrill Lynch and Charles Schwab.
Michael is passionate about helping members achieve financial goals through personalized investment strategies and comprehensive planning. As an active member of the LGBTQ+ community in San Francisco, he champions financial literacy and inclusion.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.