Daniel E. King, Mba, Cfp®
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Daniel E. King, Mba, Cfp® Email & Phone Number

Financial Advisor at DEK Financial Solutions at CGN Advisors, LLC
Location: Phoenix, Arizona, United States 7 work roles 2 schools
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Current company
Role
Financial Advisor at DEK Financial Solutions
Location
Phoenix, Arizona, United States

Who is Daniel E. King, Mba, Cfp®? Overview

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Quick answer

Daniel E. King, Mba, Cfp® is listed as Financial Advisor at DEK Financial Solutions at CGN Advisors, LLC, based in Phoenix, Arizona, United States. AeroLeads shows a matched LinkedIn profile for Daniel E. King, Mba, Cfp®.

Daniel E. King, Mba, Cfp® previously worked as Investment Advisor Representative at Cgn Advisors, Llc and Financial Advisor at Dek Financial Solutions. Daniel E. King, Mba, Cfp® holds Bachelor Of Science (B.S.), Marketing from Northern Illinois University.

Company email context

Email format at CGN Advisors, LLC

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CGN Advisors, LLC

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Profile bio

About Daniel E. King, Mba, Cfp®

Daniel King is a Phoenix, Arizona, fee-only financial planner.DEK Financial Solutions provides hourly or project based financial planning to individuals and families on an as needed OR ongoing basis. Engagements may range from a single meeting to address a specific area of concern to comprehensive retirement and investment planning. Services include broad-based financial planning, retirement projections, portfolio analysis and general investment advice.In addition to hourly or project based financial planning, ongoing investment advisory services are offered using professionally managed portfolios through CGN Advisors, LLC.Investment advisory services are offered through CGN Advisors, LLC, a fee-only SEC registered investment advisor. Tel: (910) FEE-ONLY. DEK Financial Solutions may offer investment advisory services in the State(s) of Arizona and in other jurisdictions where exempted.

Current workplace

Daniel E. King, Mba, Cfp®'s current company

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CGN Advisors, LLC
Cgn Advisors, Llc
Financial Advisor at DEK Financial Solutions
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7 roles

Daniel E. King, Mba, Cfp® work experience

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Investment Advisor Representative

Current

Investment advisor representative of and investment advisory services offered through CGN Advisors,a fee-only SEC registered investment advisor. Tel: (910) FEE-ONLY. DEK Financial Solutions may offer investment advisory services in the State(s) of Arizona and in other jurisdictions where exempted.

Dec 2023 - Present

Financial Advisor

Current
Dek Financial Solutions

Investment advisor representative of and investment advisory services offered through CGN Advisors, LLC, a fee-only SEC registered investment advisor. Tel: (910) FEE-ONLY. DEK Financial Solutions may offer investment advisory services in the State(s) of Arizona and in other jurisdictions where exempted.

Dec 2023 - Present

Financial Advisor

Dek Financial Solutions, Llc

Phoenix, Arizona Area

Aug 2018 - Dec 2023

Portfolio Manager

Watermark Asset Management, Inc.

Phoenix, Arizona Area

Nov 2014 - Jun 2018

General Manager

Arizona Envelope Company
Nov 1993 - Jun 1999
2 education records

Daniel E. King, Mba, Cfp® education

FAQ

Frequently asked questions about Daniel E. King, Mba, Cfp®

Quick answers generated from the profile data available on this page.

What company does Daniel E. King, Mba, Cfp® work for?

Daniel E. King, Mba, Cfp® works for CGN Advisors, LLC.

What is Daniel E. King, Mba, Cfp®'s role at CGN Advisors, LLC?

Daniel E. King, Mba, Cfp® is listed as Financial Advisor at DEK Financial Solutions at CGN Advisors, LLC.

Where is Daniel E. King, Mba, Cfp® based?

Daniel E. King, Mba, Cfp® is based in Phoenix, Arizona, United States while working with CGN Advisors, LLC.

What companies has Daniel E. King, Mba, Cfp® worked for?

Daniel E. King, Mba, Cfp® has worked for Cgn Advisors, Llc, Dek Financial Solutions, Dek Financial Solutions, Llc, Watermark Asset Management, Inc., and Charles Schwab.

How can I contact Daniel E. King, Mba, Cfp®?

You can use AeroLeads to view verified contact signals for Daniel E. King, Mba, Cfp® at CGN Advisors, LLC, including work email, phone, and LinkedIn data when available.

What schools did Daniel E. King, Mba, Cfp® attend?

Daniel E. King, Mba, Cfp® holds Bachelor Of Science (B.S.), Marketing from Northern Illinois University.

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