Daniel Evan Davis, Cfp® Email & Phone Number

Creative Planning provides comprehensive wealth management services to high net worth clients, including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services.Creative Planning currently manages approximately $245B for clients in all 50 states and in 65 countries abroad (as of July 31st, 2023).Specialties: Wealth Management, Investment Management for Individuals, Businesses, and Charities, Financial Planning, Wills, Trusts, and Estate Planning, Tax Planning, Charitable Planning, Business Succession Planning, Risk ManagementNote: Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Company by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. The Company never pays a fee to be considered for any ranking or recognition, but may purchase plaques or reprints to publicize rankings.

Listed skills include Mutual Funds, Estate Planning, Retirement Planning, Real Estate, and 13 others.

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  Wealth Manager At Creative Planning, Inc.

  Creative Planning, Inc.

  Sep 2013 - Present - Florida Region