Daniel Courson, MRFC^®

MRFC Certification Board Director
(386) 623-1456

Daniel Courson, MRFC^®, is a Wealth Advisor at Security Financial Management, a full-service financial planning and wealth management firm. He specializes in crafting personalized financial plans and investment strategies tailored to each client’s unique goals and life circumstances.

Known for his empathetic approach, active listening, and meticulous attention to detail, Daniel helps clients gain clarity and confidence in their financial future. His ability to simplify complex financial concepts and build customized roadmaps makes him a trusted partner, especially for individuals and families seeking direction during uncertain financial times.

Daniel holds a Bachelor of Arts in Business Administration from the University of Florida, with a major in Finance and double minors in Economics and Business Management. He began his career as a corporate accountant in 2002 before transitioning to financial planning in 2008 and joining Security Financial Management in 2010. He has earned the Master Registered Financial Consultant (MRFC^®) designation from the International Association of Registered Financial Consultants (IARFC^®), a nonprofit organization dedicated to advancing ethical and professional standards in financial services.