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Daniel Side


Daniel K. Side, CFP® strives to make every client’s life easier by providing the highest level of service possible. As an Advisor on the Weber Team, he helps clients navigate their complicated financial decisions while empowering them to achieve their goals.

Danny joined Moneta in 2014 as a Client Service Manager because he wanted to work at an organization that puts the needs of its clients above all else. He believes Moneta is second to none at always doing what is best for its clients in every business decision and enjoys working with people who are passionate about being the best at what they do.

Danny previously worked as a financial representative at Northwestern Mutual, where he helped people identify their insurance needs and provided the corresponding solutions. This introduction to the financial services industry helped him identify his own passion for comprehensive financial planning, setting the stage for his move to Moneta.

Danny graduated from the University of Missouri—St. Louis with a B.S. in Finance and has earned his CERTIFIED FINANCIAL PLANNER™ certification. Away from work, he enjoys spending time with his wife, Danielle, and son, Liam. On most weekends, you can find them staying active by playing ultimate Frisbee or soccer with friends.


Insights & News

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    Totally Eclipsed

    Aoifinn Devitt – Chief Global Market Strategist It brought tears of joy, and highway tailbacks for hours. Monday’s total lunar…

  • Monthly Recap – March 2024

    Monthly Recap – March 2024

    Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist Monthly Observations Upward Momentum…

  • Expecting the Unexpected 

    Expecting the Unexpected 

    Unexpected events often have bigger risks for business owners than many other people. Family members, employees, and even communities can…