Dan Routh (CFP®)

Dan Routh focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs
  • Medical Professionals
  • Tax Planning

Planning Specialties

Dan Routh is a fee-only CERTIFIED FINANCIAL PLANNER™ specializing in working with medical professionals in practice and research, especially private practice owners. He has 8+ years of experience in the financial services industry and has a personal interest in working with the veterinary medical community as his wife is a practicing veterinarian in Cary, NC.

Follow Dan and his activities on LinkedIn and Twitter.

 

Additional Information

Dan is a CERTIFIED FINANCIAL PLANNER™ professional helping doctors in practice & research organize their financial lives. He has spent over half of his 8+ years of experience in financial planning working with private practice owners and employed physicians at hospitals and pharma companies. As the spouse of a practicing veterinarian, Dan has a unique viewpoint when working with the medical community.

Old Peak Finance is a fee-only financial planning and wealth management firm in Chapel Hill, NC. Old Peak provides ongoing, REAL FINANCIAL PLANNING® to each of its 115+ clients - mostly busy professionals and business owners. In business for more than a decade, Old Peak has focused on 3 things that set ourselves apart from most financial services firms: a tailored, comprehensive, and fiduciary relationship with our clients.

Over the last several years, Dan's expertise has been featured in numerous media outlets, including DVM360, CNBC, Business Insider, MarketWatch, and Barron's. Dan speaks regularly alongside his colleagues to educate Triangle area medical schools and early doctors’ groups about personal finance. He also appears monthly on The Veterinarian Success Podcast, a personal finance podcast geared towards veterinarians.

Dan is an active member of the NCVMA - Industry Council, VetPartners, and NAPFA.

NAPFA Start Date

July 01, 2019

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This Office

100 Europa Dr Ste 410 Chapel Hill, NC 27517-2394 Phone: (919) 459- 8181