Dan Routh (CFP®)

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

  • Business Owners
  • Fixed Fee (Subscription, Retainer, etc.)
  • Medical Professionals
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

Dan Routh is a fee-only CERTIFIED FINANCIAL PLANNER™ specializing in working with mid-career medical professionals and their families, especially veterinarians. He has 7 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

Over the last several years, Dan's expertise has been featured in numerous media outlets, including CNBC, MarketWatch, and Barrons. Most recently, Dan has joined an industry colleague to be a recurring guest on a personal finance podcast geared towards the success of veterinarians.

Prior to joining Old Peak, Dan worked as a financial planner at a large firm in Oklahoma City advising affluent families & business owners, often working with parents and adult children through the difficulties of wealth transfer and retention. Dan has a bachelor’s degree in business and minor in applied economics from Virginia Tech.

In his free time, Dan enjoys spending time outdoors as well as attending Virginia Tech football games. As obvious dog-lovers, Dan and his wife are active volunteers with the Southeast German Shorthaired Pointer Rescue.

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