Daniel Courtney (CFP®, EA)

Daniel Courtney focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Business Owners
  • College/Education Planning
  • Corporate Executives
  • Entrepreneurs
  • Estate & Generational Planning Issues

Planning Specialties

Advice-only, fee-only, fiduciary comprehensive financial planning, tax planning, and tax preparation for investors. No product sales, no hidden fees, and no control over your investments. We specialize in retirement planning and equity compensation for professionals.

Additional Information

I'm a CFP® professional, an IRS Enrolled Agent, and have over 30 years of experience in the financial services and technology industries.

NAPFA Start Date

March 04, 2021


This Office

55 Southmoor Dr Denver, CO 80220-5930 Phone: (720) 900-5533