Daniel Yerger, Mba, Cfp®, Chfc, Aif

Daniel Yerger, Mba, Cfp®, Chfc, Aif Email and Phone Number

President at MY Wealth Planners® | Author @ MY Wealth Planners
Daniel Yerger, Mba, Cfp®, Chfc, Aif's Location
Longmont, Colorado, United States, United States
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.

Daniel Yerger, Mba, Cfp®, Chfc, Aif's Current Company Details
MY Wealth Planners

My Wealth Planners

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President at MY Wealth Planners® | Author
Daniel Yerger, Mba, Cfp®, Chfc, Aif Work Experience Details
  • My Wealth Planners
    President
    My Wealth Planners Apr 2019 - Present
    Longmont, Co, Us
    View
  • University Of Colorado Boulder
    Lecturer - Investment & Retirement Planning
    University Of Colorado Boulder Nov 2021 - Present
    Boulder, Colorado, Us
    View
  • Waddell & Reed
    Financial Advisor
    Waddell & Reed Jul 2015 - Oct 2019
    Shawnee Mission, Ks, Us
    View
  • Ibm
    It Sme
    Ibm Jun 2012 - Jul 2015
    Armonk, New York, Ny, Us
    View
  • Us Army
    Psyop Specialist
    Us Army Nov 2008 - Aug 2014
    Arlington, Virginia, Us
    View

Daniel Yerger, Mba, Cfp®, Chfc, Aif Education Details

  • Kansas State University
    Kansas State University
    Personal Financial Planning
  • Colorado State University
    Colorado State University
    Master Of Business Administration (M.B.A.)
  • University Of Colorado Denver
    University Of Colorado Denver
    History & Political Science

Frequently Asked Questions about Daniel Yerger, Mba, Cfp®, Chfc, Aif

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 the current company?

Daniel Yerger, Mba, Cfp®, Chfc, Aif's current role is President at MY Wealth Planners® | Author.

What schools did Daniel Yerger, Mba, Cfp®, Chfc, Aif attend?

Daniel Yerger, Mba, Cfp®, Chfc, Aif attended Kansas State University, Colorado State University, University Of Colorado Denver.

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