Dan Routh, Cfp® Email & Phone Number

Dan is a CERTIFIED FINANCIAL PLANNER™ and has a decade of experience in financial planning. Old Peak Finance provides tax-smart planning to tech executives with $3M+. Dan's primary practice areas include equity compensation planning and complex estate planning.Dan has a bachelor’s degree in business (finance) and minor in applied economics from Virginia Tech. He has spent most of his career advising executives, primarily in tech and life sciences. He is an active member of NAPFA. He and his family live in Raleigh, NC.About Old Peak FinanceOur firm has three core beliefs1. Financial advisors should be independent fiduciaries, acting solely in the interests of their clients.2. Financial advice should be comprehensive, focused not just on investing, but also on financial goal planning, estate planning, tax, and insurance.3. The best investment products use unbiased, academic research to maximize long-term returns. We primarily use low-fee funds with proven track records.To learn more about Dan and Old Peak Finance, please visit https://oldpeakfinance.com/. ---Old Peak Finance LLC (“Old Peak”) is a registered investment adviser. Old Peak and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which Old Peak maintains clients. Old Peak may only transact business in those states in which it is registered, or in which it qualifies for an exemption or exclusion from registration requirements.As a policy, we cannot publish recommendations or endorsements from existing clients.

Listed skills include Financial Planning, Retirement Planning, 401 Retirement Savings Plans, Financial Analysis, and 38 others.

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  Virginia Tech

  Minor: Applied Economics