President
Current
Apr 2019 - Present
AeroLeads people directory · profile
Daniel Yerger, Mba, Cfp®, Chfc, Aif Email & Phone Number
President at MY Wealth Planners® | Author
at
MY Wealth Planners
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✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
President at MY Wealth Planners® | Author
Location
Longmont, Colorado, United States
Who is Daniel Yerger, Mba, Cfp®, Chfc, Aif? Overview
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Quick answer
Daniel Yerger, Mba, Cfp®, Chfc, Aif is listed as President at MY Wealth Planners® | Author at MY Wealth Planners, based in Longmont, Colorado, United States. AeroLeads shows a matched LinkedIn profile for Daniel Yerger, Mba, Cfp®, Chfc, Aif.
Daniel Yerger, Mba, Cfp®, Chfc, Aif previously worked as President at My Wealth Planners and Lecturer - Investment & Retirement Planning at University Of Colorado Boulder. Daniel Yerger, Mba, Cfp®, Chfc, Aif holds Doctor Of Philosophy - Phd, Personal Financial Planning from Kansas State University.
Company email context
Email format at MY Wealth Planners
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MY Wealth Planners
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Profile bio
About Daniel Yerger, Mba, Cfp®, Chfc, Aif
Longmont Colorado's First Fee-Only CFPⓇ Professional. Financial Planning students and career changers can find "Getting in the Door" here: https://amzn.to/36NyC4r**As of 7/19/2023, I can no longer accommodate the volume of requests for personal 1-2-1 mentorship for students and career changers with the time required for my practice, and thus, can no longer offer the 1-2-1 mentorship meeting. Thank you so much for your trust and the compliment of seeking my advice.
Current workplace
Daniel Yerger, Mba, Cfp®, Chfc, Aif's current company
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5 roles
Daniel Yerger, Mba, Cfp®, Chfc, Aif work experience
A career timeline built from the work history available for this profile.
Lecturer - Investment & Retirement Planning
Current
Nov 2021 - Present
Financial Advisor
Jul 2015 - Oct 2019
It Sme
Jun 2012 - Jul 2015
Psyop Specialist
Nov 2008 - Aug 2014
3 education records
Daniel Yerger, Mba, Cfp®, Chfc, Aif education
Doctor Of Philosophy - Phd, Personal Financial Planning
Kansas State University
Master Of Business Administration (M.B.A.)
Colorado State University
Bachelor Of Arts (B.A.), History & Political Science
University Of Colorado Denver
FAQ
Frequently asked questions about Daniel Yerger, Mba, Cfp®, Chfc, Aif
Quick answers generated from the profile data available on this page.
What company does Daniel Yerger, Mba, Cfp®, Chfc, Aif work for?
Daniel Yerger, Mba, Cfp®, Chfc, Aif works for MY Wealth Planners.
What is Daniel Yerger, Mba, Cfp®, Chfc, Aif's role at MY Wealth Planners?
Daniel Yerger, Mba, Cfp®, Chfc, Aif is listed as President at MY Wealth Planners® | Author at MY Wealth Planners.
Where is Daniel Yerger, Mba, Cfp®, Chfc, Aif based?
Daniel Yerger, Mba, Cfp®, Chfc, Aif is based in Longmont, Colorado, United States while working with MY Wealth Planners.
What companies has Daniel Yerger, Mba, Cfp®, Chfc, Aif worked for?
Daniel Yerger, Mba, Cfp®, Chfc, Aif has worked for My Wealth Planners, University Of Colorado Boulder, Waddell & Reed, Ibm, and Us Army.
How can I contact Daniel Yerger, Mba, Cfp®, Chfc, Aif?
You can use AeroLeads to view verified contact signals for Daniel Yerger, Mba, Cfp®, Chfc, Aif at MY Wealth Planners, including work email, phone, and LinkedIn data when available.
What schools did Daniel Yerger, Mba, Cfp®, Chfc, Aif attend?
Daniel Yerger, Mba, Cfp®, Chfc, Aif holds Doctor Of Philosophy - Phd, Personal Financial Planning from Kansas State University.
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