Daniel Courtney (CFP®, EA)

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

  • Alternative or Private Investments
  • Business Owners
  • College/Education Planning
  • Corporate Executives
  • Entrepreneurs
  • Estate & Generational Planning Issues

Planning Specialties

Comprehensive financial planning and investment management services for small business owners, entrepreneurs, corporate executives, and other tax-sensitive investors.

Additional Information

30-years of past business experience as an investment executive, entrepreneur and business owner, in diverse roles including President of a $6 billion investment firm subsidiary of a Fortune 500 company, founding executive at a Silicon Valley technology startup, and owner of a sports bar and a spa in Costa Rica.

NAPFA Start Date

March 04, 2021

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This Office

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