Dan Streeter, Cpa/Pfs

Dan Streeter, Cpa/Pfs Email and Phone Number

Financial Life Planner and Advisor @ Client Centered Financial
100 Dorset Street,
Dan Streeter, Cpa/Pfs's Location
South Burlington, Vermont, United States, United States
About Dan Streeter, Cpa/Pfs

Dan Streeter is a Registered Representative and Investment Adviser Representative of/ and offers securities and investment advisory services solely through Equity Services, Inc., Member FINRA/SIPC, 354 Mountain View Drive, Suite 200, Colchester, VT 05446. (802) 864-6819. Client Centered Financial is independent of Equity Services, Inc. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier VT, and its affiliates. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC.Accounting services and tax advice are offered independently of Equity Services, Inc.Agent is licensed to sell securities in VT and insurance-licensed in VTAn “endorsement” of this individual is not a referral of him for investment advisory services and may not reflect others’ views or experience.TC108982(0819)p

Dan Streeter, Cpa/Pfs's Current Company Details
Client Centered Financial

Client Centered Financial

View
Financial Life Planner and Advisor
100 Dorset Street,
Website:
clientcenteredfinancial.com
Employees:
5
Dan Streeter, Cpa/Pfs Work Experience Details
  • Client Centered Financial
    President
    Client Centered Financial Feb 2013 - Present
    View
  • Client Centered Financial
    Financial Planner
    Client Centered Financial Jan 2009 - Jan 2013
    United States
    Partner as a Financial Planner
    View
  • Daniel J Streeter, Pllc
    Financial Planner
    Daniel J Streeter, Pllc Aug 2006 - Dec 2008
    United States
    Financial Planner, Investment Advisor and Tax Planning
  • Various Companies
    Various Financial Experiences
    Various Companies May 1995 - Jul 2006
    United States
    Served in various roles as a financial accountant, cost accountant, financial analyst, cost analyst, financial manager and Consultant for the Plastics Industry, Airline Industry, Medical Device Industry and Sanitation Industry.
    View
  • United States Air Force
    Airman. Usaf
    United States Air Force Sep 1989 - Oct 1994
    Various
    Airman, USAF, Electronics Technology Honorable Discharge
    View

Dan Streeter, Cpa/Pfs Education Details

Frequently Asked Questions about Dan Streeter, Cpa/Pfs

What company does Dan Streeter, Cpa/Pfs work for?

Dan Streeter, Cpa/Pfs works for Client Centered Financial

What is Dan Streeter, Cpa/Pfs's role at the current company?

Dan Streeter, Cpa/Pfs's current role is Financial Life Planner and Advisor.

What schools did Dan Streeter, Cpa/Pfs attend?

Dan Streeter, Cpa/Pfs attended University Of Minnesota - Carlson School Of Management, Pierce College, Pierce College, Community College Of The Air Force.

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