Owner
Casa De Las Tortugas
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Daniel P Kellar, Cpfa Email & Phone Number
Owner
at
Casa de Las Tortugas
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✓ Verified Jun 2026
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Profile completeness 86%
Who is Daniel P Kellar, Cpfa? Overview
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Quick answer
Daniel P Kellar, Cpfa is listed as Owner at Casa de Las Tortugas, based in Columbia, Missouri, United States. AeroLeads shows a matched LinkedIn profile for Daniel P Kellar, Cpfa.
Daniel P Kellar, Cpfa previously worked as Vice President & Wealth Advisor at Farther Financial at Farther and Wealth Management Advisor at Wilkerson And Reynolds Wealth Management. Daniel P Kellar, Cpfa holds Business Administration And Management, General from University Of Missouri-Columbia.
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Casa de Las Tortugas
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Profile bio
About Daniel P Kellar, Cpfa
Utilizing 30 years of Business, Management and Investment experience and applying it to help friends and clients with their business and financial goals. Not only am I offering clients help with their Wealth Management..... for my clients that own or operate a business I enjoy helping them problem solve in the area's of customer service, logistics, marketing, expense control and more. My previous associations were renowned for their commitment to customer satisfaction and proficiency in all area's of that industry.Colleagues know me as a personable and charismatic leader, one who excels at managing large projects, follows thru on commitments and exemplifies great service. I strive to apply the full range of my abilities in all that I do.
Current workplace
Daniel P Kellar, Cpfa's current company
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7 roles
Daniel P Kellar, Cpfa work experience
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Vice President & Wealth Advisor At Farther Financial
Current
Apr 2024 - Present
Owner
Current
Casa De Las Tortugas
Chris and I own Casa de Las Tortugas in Tamarindo, Costa Rica. Our house sleeps 13 and has 6 master suites with 6 1/2 bathrooms (including 1 outdoor shower). 5 master suites are "on the beach"- the only property in the area that we know of that has this. When we are not enjoying the house we do rent it out. Check out our youtube, VRBO and Facebook links.
Apr 2014 - Present
Wealth Management Advisor
Licensed and able to help individuals and businesses with all aspects of Wealth Management and Retirement plans.
Oct 2018 - Apr 2024
Wealth Management Advisor
Wilkerson & Reynolds Wealth Management
Licensed and able to help individuals and businesses with all aspects of Wealth Management and Retirement plans.
Oct 2018 - Dec 2019
President/Gm
Kia Of Columbia
I orchestrated all daily operations at a high-volume Kia dealership, including staffing, financial management, marketing, inventory, and sales. I analyzed market trends and designed omnichannel marketing campaigns to capitalize on emerging opportunities. Additionally, I recruited and built high-performance teams from scratch. Increased sales volume by.
Sep 2015 - Apr 2018
General Manager
I was promoted from Sales Associate to Finance Director through to General Manager of the #1 volume dealership in the state. Throughout my time with Machens Toyota, I continually identified opportunities for improvement and increased volume and net profit YoY through the Great Recession. I succeeded by building strong relationships with local customers and.
Jul 1989 - Jul 2015
1 education record
Daniel P Kellar, Cpfa education
-
University Of Missouri-Columbia
FAQ
Frequently asked questions about Daniel P Kellar, Cpfa
Quick answers generated from the profile data available on this page.
What company does Daniel P Kellar, Cpfa work for?
Daniel P Kellar, Cpfa works for Casa de Las Tortugas.
What is Daniel P Kellar, Cpfa's role at Casa de Las Tortugas?
Daniel P Kellar, Cpfa is listed as Owner at Casa de Las Tortugas.
Where is Daniel P Kellar, Cpfa based?
Daniel P Kellar, Cpfa is based in Columbia, Missouri, United States while working with Casa de Las Tortugas.
What companies has Daniel P Kellar, Cpfa worked for?
Daniel P Kellar, Cpfa has worked for Casa De Las Tortugas, Farther, Wilkerson And Reynolds Wealth Management, Wilkerson & Reynolds Wealth Management, and Kia Of Columbia.
How can I contact Daniel P Kellar, Cpfa?
You can use AeroLeads to view verified contact signals for Daniel P Kellar, Cpfa at Casa de Las Tortugas, including work email, phone, and LinkedIn data when available.
What schools did Daniel P Kellar, Cpfa attend?
Daniel P Kellar, Cpfa holds Business Administration And Management, General from University Of Missouri-Columbia.
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