Daniel Lear, Cfp®, Cpwa®, Bfa™ Email & Phone Number

600 Highway 169 S. 1750 St. Louis Park, Mn 55426

Affiance Financial is a Registered Investment Adviser committed to helping you improve your long-term financial success. Experience has shown us that adversity is part of life. We cannot control the winds of change. Our job is to help you adjust the sails when the wind shifts.At Affiance Financial I offer clients guidance as they work toward achieving their financial goals. I assist clients with strategic investment management, cash flow planning, risk management, estate planning, and more. My goal as a financial planner is to alleviate clients’ financial stress by helping ensure they are prepared for the certainty of uncertainty that occurs in everyone’s lives.

600 Highway 169 S., Suite 1750 | St. Louis Park, Mn 55426

Affiance Financial is a Registered Investment Adviser committed to helping you improve your long-term financial success. Experience has shown us that adversity is part of life. We cannot control the winds of change. Our job is to help you adjust the sails when the wind shifts.I joined Affiance Financial in December 2014 and am currently building my advisory practice, offering clients guidance as they work toward achieving their financial goals. I assist clients with strategic investment management, cash flow planning, risk management, estate planning, and much more. My goal as a financial planner is to help alleviate my clients’ financial stress by helping make sure they are prepared for the certainty of uncertainty that occurs in everyone's lives.

600 Hwy 169 South, Suite 1750 St. Louis Park, Mn 55426

Advisory services offered through Affiance Financial, a Registered Investment Adviser. Securities and advisory services offered by Registered Representatives and Investment Advisor Representatives through Private Client Services. Member FINRA, SIPC. Affiance Financial and Private Client Services are unaffiliated entities.

600 Hwy 169 South, Suite 1750 St. Louis Park, Mn 55426

Kansas City, Missouri Area

» Perform and report analysis of project economics, billing & collections, various forms of forecasting, expense auditing, and additional ad-hoc reporting» Conduct financial and logistical analysis throughout the life-cycle of an engagement including assistance with strategic pricing for new work» Present analysis, discuss recommendations, and provide project financial advice to engagement leadership» Utilize and develop standard processes for project, quality, and risk management

Webster, Wisconsin

» Managed eight weeks of leadership development and programming with an emphasis on community outreach: including daily schedules, out of camp trips and community service opportunities, budgets, staff training, supervision, and evaluations.» Created training and educational curriculum for 40 staff members and over 150 campers.» Facilitated communication between staff, executive leadership team, and board of directors.» Promoted an environment of self- motivation, self- reliance, and learning throughout demanding 18 hour work days, seven days a week.

Lawrence, Kansas

Plan programs and help provide Jewish seniors with the opportunity to make connections for potential jobs after college. Bring in speakers to help build résumé’s and provide mock interviews.

St. Louis Park, Minnesota

Responsible for data analysis for all clients’ insurance policies.Mastered and helped transfer all of the company’s assets to a new database.Sat in on meetings with clients and dictated notes for the Financial Planner.Learned new Financial Planning software and taught it to my superiors.

Webster, Wisconsin

In charge of all day-to-day sporting activities and managed a cabin with 16 children.Planned and organized “Color Wars”, the biggest event that occurs within the camp with over 400 children.Worked for the past 4 summers and made my way up to Assistant Director of Sports.

Lawrence, Kansas Area

One of two Greek Involvement Interns, work with partner to set up meetings, social events and philanthropy events for all Jewish Greek members on campus.Held office hours two days a week for two hours each.

Lawrence, Kansas Area

Held office hours two days a week for two hours each.Recruited freshman for Hillel (the Jewish Student Organization on campus).One of eight interns picked out of sixty-five applicants.