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Daniel Pontarelli Email & Phone Number

Partner and Wealth Manager at Creative Planning
Location: Leawood, Kansas, United States 5 work roles 2 schools
1 work email found @thinkingbeyond.com LinkedIn matched
4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email p****@thinkingbeyond.com
LinkedIn Profile matched
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Current company
Creative Planning
Role
Partner and Wealth Manager
Location
Leawood, Kansas, United States
Company size
1946 employees

Who is Daniel Pontarelli? Overview

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Quick answer

Daniel Pontarelli is listed as Partner and Wealth Manager at Creative Planning, a company with 1946 employees, based in Leawood, Kansas, United States. AeroLeads shows a work email signal at thinkingbeyond.com and a matched LinkedIn profile for Daniel Pontarelli.

Daniel Pontarelli previously worked as Partner / Wealth Manager at Creative Planning and Wealth Manager at Creative Planning Inc.. Daniel Pontarelli holds Bachelor Of Science (Bs) from San Diego State University-California State University.

Company email context

Email format at Creative Planning

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{last}@thinkingbeyond.com
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AeroLeads found 1 current-domain work email signal for Daniel Pontarelli. Compare company email patterns before reaching out.

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Profile bio

About Daniel Pontarelli

Daniel is a Wealth Manager at Creative Planning. Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. 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.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 Management

Current workplace

Daniel Pontarelli's current company

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Creative Planning
Creative Planning
Partner and Wealth Manager
Leawood, KS, US
Website
creativeplanning.com
Employees
1946
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5 roles

Daniel Pontarelli work experience

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Financial Planner

Stepp & Rothwell, Inc.

Overland Park, KS

Dec 2010 - Sep 2017
Team & coworkers

Colleagues at Creative Planning

Other employees you can reach at creativeplanning.com. View company contacts for 1946 employees →

BC Brenan Cavanaugh Brenan Cavanaugh Colleague at Creative Planning Leawood, Kansas, United States, United States View → BH Brian Huey, Cfp® Brian Huey, Cfp® Colleague at Creative Planning Alpharetta, Georgia, United States, United States View → MH Mark Henke Mark Henke Colleague at Creative Planning Leawood, Kansas, United States, United States View → KL Kate Lacey Kate Lacey Colleague at Creative Planning Charleston, South Carolina, United States, United States View → CN Christopher North, Cfp® Christopher North, Cfp® Colleague at Creative Planning Fairfield, Connecticut, United States, United States View → LS Lori Schmoll Cprm, Cisr Lori Schmoll Cprm, Cisr Colleague at Creative Planning Kansas City Metropolitan Area, United States View → DG Dawn Gerhart Dawn Gerhart Colleague at Creative Planning Rockville, Maryland, United States, United States View → NM Noel Miller Noel Miller Colleague at Creative Planning Overland Park, Kansas, United States, United States View → KH Kim H. Kim H. Colleague at Creative Planning Washington, District Of Columbia, United States, United States View → EM Emily Minick, Cfp® Emily Minick, Cfp® Colleague at Creative Planning Leawood, Kansas, United States, United States View →
2 education records

Daniel Pontarelli education

Passed Cfa Exam Level I

Cfa Program
FAQ

Frequently asked questions about Daniel Pontarelli

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

What company does Daniel Pontarelli work for?

Daniel Pontarelli works for Creative Planning.

What is Daniel Pontarelli's role at Creative Planning?

Daniel Pontarelli is listed as Partner and Wealth Manager at Creative Planning.

What is Daniel Pontarelli's email address?

AeroLeads has found 1 work email signal at @thinkingbeyond.com for Daniel Pontarelli at Creative Planning.

Where is Daniel Pontarelli based?

Daniel Pontarelli is based in Leawood, Kansas, United States while working with Creative Planning.

What companies has Daniel Pontarelli worked for?

Daniel Pontarelli has worked for Creative Planning, Creative Planning Inc., and Stepp & Rothwell, Inc..

Who are Daniel Pontarelli's colleagues at Creative Planning?

Daniel Pontarelli's colleagues at Creative Planning include Brenan Cavanaugh, Brian Huey, Cfp®, Mark Henke, Kate Lacey, and Christopher North, Cfp®.

How can I contact Daniel Pontarelli?

You can use AeroLeads to view verified contact signals for Daniel Pontarelli at Creative Planning, including work email, phone, and LinkedIn data when available.

What schools did Daniel Pontarelli attend?

Daniel Pontarelli holds Bachelor Of Science (Bs) from San Diego State University-California State University.

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