Daniel Yerger (AIF®, CDFA, CFP®, ChFC®, MBA)

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

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

NAPFA Start Date

December 20, 2019


This Office

402 Main St Longmont, CO 80501-5535 Phone: 3036003757