Daniel Kenny (CFP®, CPA)

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

College/Education Planning

Fixed Fee (Subscription, Retainer, etc.)

Investment Advice with Ongoing Management

Millennials

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

I specialize in working with clients pursuing Financial Independence or otherwise looking to take advantage of opportunities presented by having your finances under control. Whether or not you're close to your FI number, we can work together to build a plan for achieving your goals. For some clients, we work on saving towards financial goals. With other clients, we work to determine what their accumulated savings can do for them!

With my broad expertise across financial planning and tax, we will make sure to cover all the important areas of your financial life, as well as plan for the unknowns.

I believe successful professionals and diligent savers should be able to relax, enjoy life and have successful retirements. You should have confidence that your plan will work.

Additional Information

After years of pursuing Financial Independence/Retire Early (FIRE), Danny decided to make a change in his life to pursue a Fully Funded Lifestyle Change. Now his goal is to work with clients he loves and on projects he is truly passionate about. Danny knows firsthand what the benefits of pursuing FI are, namely the freedom to exit the normal work path and chase the dream of a better work-life balance and work he deeply cares about.

Danny graduated from University of Maryland, College Park with degrees in Finance and Accounting. After graduation, he worked on individual taxes for high net worth individuals, estates and trusts at a Big 4 accounting firm. Due to his desire to work on the planning side rather than just the accounting side, he moved into Financial Planning and has worked in this field for over five years in a large Registered Investment Advisor in the Washington D.C. Metro area.

Danny lives in Sterling, Virginia with his wife, young daughter and middle aged dog.