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
- 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