Dan Valente

Dan Valente Email and Phone Number

Growth and M and A Consulting @ Creative Planning
Kirkland, WA, US
Dan Valente's Location
Greater Seattle Area, United States, United States
About Dan Valente

DYNAMIC BUSINESS CONSULTANT | STRATEGIC ADVISOR DRIVING TRANSFORMATIVE GROWTHWith over 20 years of experience in the financial services and investment industry, I specialize in delivering strategic insights that empower businesses to achieve sustainable, long-term growth. I am deeply passionate about solving complex business challenges, driving organizational transformation, and crafting innovative solutions that create measurable impact.PROVEN TRACK RECORD OF DRIVING STRATEGIC GROWTHI excel at identifying untapped opportunities and removing obstacles to growth. By aligning strategy with execution, I have led initiatives that resulted in the successful transition of over $2 billion in client assets annually and safeguarded client relationships representing $40 billion in assets under management. These achievements reflect my ability to deliver results while maintaining a client-first approach.COLLABORATIVE LEADERSHIP WITH A RESULTS-DRIVEN FOCUSI thrive in team environments, leading cross-functional efforts to deliver "best-in-class" client experiences and business solutions. By fostering collaboration across functions, I have consistently improved operational efficiency, enhanced sales support, and driven superior outcomes. My leadership philosophy centers on empowering teams to innovate, adapt, and excel in high-stakes environments.CLIENT-CENTRIC PROBLEM SOLVERExceptional client relationships are at the heart of every business success. I leverage a consultative approach to deeply understand client needs, identify opportunities, and develop tailored strategies that exceed expectations. By focusing on the journey as much as the destination, I have earned trust, loyalty, and advocacy, driving both client retention and acquisition.TRANSFORMATIVE INNOVATORI bring an entrepreneurial mindset to consulting, combining strategic thinking with practical execution. Whether designing scalable business models, enhancing operational frameworks, or implementing M&A strategies, I prioritize delivering actionable solutions that drive measurable business impact. My ability to adapt quickly and learn continuously ensures I remain ahead of industry trends.If you're seeking a forward-thinking leader who delivers results, inspires teams, and thrives in complexity, I am eager to connect.

Dan Valente's Current Company Details
Creative Planning

Creative Planning

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Growth and M and A Consulting
Kirkland, WA, US
Employees:
1946
Dan Valente Work Experience Details
  • Creative Planning
    Growth And M And A Consulting
    Creative Planning
    Kirkland, Wa, Us
  • Wholesaler Express
    Business Strategy Consultant
    Wholesaler Express Jun 2023 - Present
  • Thrivent Financial
    Director, Business Consulting - Succession Strategies
    Thrivent Financial Feb 2022 - Mar 2023
  • Lpl Financial
    Vice President, Business Consulting - Advisor Financial Solutions
    Lpl Financial Jul 2003 - Feb 2022
    San Diego, Ca, Us
    - Practice managment consulting- Business continuity and succession planning- Practice acquisition- M&A consulting- Acquisition financing- Business analytics and benchmarking- Equity strategy development
  • Lpl Financial
    M&A, Succession Planning And Practice Management Consulting
    Lpl Financial Jul 2003 - Feb 2022
    San Diego, Ca, Us
  • Lpl Financial
    M&A, Succession Planning And Practice Acquisitions Consulting
    Lpl Financial Jul 2003 - Feb 2022
    San Diego, Ca, Us
  • Lpl Financial
    Vice President, Advisor Financial Solutions
    Lpl Financial Jul 2003 - Feb 2022
    San Diego, Ca, Us
  • Transamerica Insurance & Investment Group
    Director Of National Accounts
    Transamerica Insurance & Investment Group 2001 - 2003
  • Associated Securities Corp.
    Vice President, Business Consulting & Development
    Associated Securities Corp. 1999 - 2001

Dan Valente Education Details

  • Ucla
    Ucla

Frequently Asked Questions about Dan Valente

What company does Dan Valente work for?

Dan Valente works for Creative Planning

What is Dan Valente's role at the current company?

Dan Valente's current role is Growth and M and A Consulting.

What schools did Dan Valente attend?

Dan Valente attended Ucla.

Who are Dan Valente's colleagues?

Dan Valente's colleagues are Daniel Graff Cfp®, Cepa, Alexis Trauger, Mba, Cfp®, Michelle Calhoun, Rachel Seiler, Cfp®, Sean Collins, Jessica Hosmann, Zane Allender.

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