facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause
Jeremy Portnoff

Daniel L. Carmo

Managing Partner, The Carmo Group



Daniel L. Carmo is a managing partner of The Carmo Group at Tempus Wealth Planning. He is responsible for all areas of the investment process and specializes in portfolio management and retirement planning, utilizing an investment philosophy built on sound financial principles and a long-term outlook.  His mission is to help clients grow and to protect their wealth by developing comprehensive investment plans and risk management strategies.

Daniel has over 25 years of investment experience and has worked for some of the largest firms on Wall Street, including Merrill Lynch, UBS, and Stifel Nicolaus. Daniel has a BA from California State University of Fullerton in Business Administration with a concentration in Accounting.

Daniel resides in Ladera Ranch, California with his wife Michelle, son Michael and daughter Haley.  In his free time, he enjoys working out, playing golf, and traveling with his family.