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@triplesummit.com
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2 phones found area 617
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LinkedIn matched
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Dan Kanivas, Cfa, Cfp® is listed as Financial Planner Helping Tech and Finance Professionals Thrive at Triple Summit Advisors, based in Greater Seattle Area, United States, United States. AeroLeads shows a work email signal at triplesummit.com, phone signal with area code 617, and a matched LinkedIn profile for Dan Kanivas, Cfa, Cfp®.
Dan Kanivas, Cfa, Cfp® previously worked as Managing Partner at Triple Summit Advisors and Operations Manager at Zipline International Inc.. Dan Kanivas, Cfa, Cfp® holds A.B., Economics from Harvard University.
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AeroLeads found 1 current-domain work email signal for Dan Kanivas, Cfa, Cfp®. Compare company email patterns before reaching out.
At Triple Summit Advisors, we bring our passion for value investing and the practical financial planning strategies that have served us very well personally over time. We help clients at all different stages of life - from those just starting their careers to retirees - with a focus on young professionals who want their financial lives to be more than just earning and spending. We provide financial planning and investment management for clients because those tools are essential to achieving their personal goals, whatever they may be. We practice what we preach and believe in having skin in the game. We invest alongside our clients and are collectively one of our firm's largest clients.At Triple Summit Advisors, we share strategies, knowledge, and perhaps even a little wisdom that will help our clients gain control of their financial lives, grow wealthier, and sleep more soundly at night.
Listed skills include Military, Army, Strategy, Financial Modeling, and 16 others.
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Newton, MA, US
At Triple Summit Advisors, we bring our passion for value investing and the practical financial planning strategies that have served us very well personally over time. We help clients at all different stages of life - from those just starting their careers to retirees - with a focus on finance and tech professionals who want their financial lives to be.
South San Francisco, California, US
Chicago, IL, US
Arlington, Virginia, US
Arlington, Virginia, US
Arlington, Virginia, US
Arlington, Virginia, US
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Dan Kanivas, Cfa, Cfp® works for Triple Summit Advisors.
Dan Kanivas, Cfa, Cfp® is listed as Financial Planner Helping Tech and Finance Professionals Thrive at Triple Summit Advisors.
AeroLeads has found 1 work email signal at @triplesummit.com for Dan Kanivas, Cfa, Cfp® at Triple Summit Advisors.
AeroLeads has found 2 phone signal(s) with area code 617 for Dan Kanivas, Cfa, Cfp® at Triple Summit Advisors.
Dan Kanivas, Cfa, Cfp® is based in Greater Seattle Area, United States, United States while working with Triple Summit Advisors.
Dan Kanivas, Cfa, Cfp® has worked for Triple Summit Advisors, Zipline International Inc., Prudential Capital Group, Army National Guard, and Merlin Securities.
You can use AeroLeads to view verified contact signals for Dan Kanivas, Cfa, Cfp® at Triple Summit Advisors, including work email, phone, and LinkedIn data when available.
Dan Kanivas, Cfa, Cfp® holds A.B., Economics from Harvard University.
Dan Kanivas, Cfa, Cfp® is listed with skills including Military, Army, Strategy, Financial Modeling, Investments, Competitive Analysis, Business Strategy, and Valuation.
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