Dan Routh, Cfp®

Dan Routh, Cfp® Email and Phone Number

Partner | Financial Advisor to Tech Executives | Equity Comp @ Old Peak Finance
Dan Routh, Cfp®'s Location
Raleigh-Durham-Chapel Hill Area, United States, United States
Dan Routh, Cfp®'s Contact Details

Dan Routh, Cfp® personal email

n/a

Dan Routh, Cfp® phone numbers

About Dan Routh, Cfp®

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.

Dan Routh, Cfp®'s Current Company Details
Old Peak Finance

Old Peak Finance

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Partner | Financial Advisor to Tech Executives | Equity Comp
Dan Routh, Cfp® Work Experience Details
  • Old Peak Finance
    Partner
    Old Peak Finance Apr 2024 - Present
    Chapel Hill, North Carolina, Us
    Comprehensive financial planning for executives and retirees. Old Peak Finance exists for one simple reason: to offer tailored, transparent advice so clients can achieve their financial goals.
    View
  • Old Peak Finance
    Senior Financial Advisor
    Old Peak Finance Jul 2023 - Present
    Chapel Hill, North Carolina, Us
    Comprehensive financial planning for executives and retirees. Old Peak Finance exists for one simple reason: to offer tailored, transparent advice so clients can achieve their financial goals.
    View
  • Old Peak Finance
    Financial Advisor
    Old Peak Finance May 2019 - Jul 2023
    Chapel Hill, North Carolina, Us
    Old Peak Finance exists for one simple reason: to offer tailored, transparent advice so clients can achieve their financial goals.To learn more, please visit https://oldpeakfinance.com/
    View
  • Exencial Wealth Advisors
    Wealth Advisor
    Exencial Wealth Advisors Mar 2016 - May 2019
    Oklahoma City, Ok, Us
    View
  • Registered Investment Advisor Firm
    Advisor
    Registered Investment Advisor Firm Aug 2015 - Mar 2016
  • Financial Services Advisory
    Client Service Associate
    Financial Services Advisory Jun 2014 - Jul 2015
  • Financial Services
    Financial Services Intern
    Financial Services May 2012 - Jan 2014
  • College - Private Foundation
    Finance Intern
    College - Private Foundation Sep 2011 - Jun 2012

Dan Routh, Cfp® Skills

Financial Planning Retirement Planning 401 Retirement Savings Plans Financial Analysis Investments Retirement Plan Consulting Retirement Solutions Cash Flow Analysis Process Improvement Leadership Crm Software Powerpoint Microsoft Office Sales Microsoft Word Analysis Salesforce.com Event Planning Microsoft Excel Outlook Visual Basic Team Leadership Time Management Teamwork Strategy Networking Budgets Social Media Presentations Junxure Finance Customer Service Life Insurance Public Speaking Wealth Management Business Development Emoney Irebal Sourcing Multi Generational Wealth Transfer Access Axys

Dan Routh, Cfp® Education Details

  • Virginia Tech
    Virginia Tech
    Minor: Applied Economics

Frequently Asked Questions about Dan Routh, Cfp®

What company does Dan Routh, Cfp® work for?

Dan Routh, Cfp® works for Old Peak Finance

What is Dan Routh, Cfp®'s role at the current company?

Dan Routh, Cfp®'s current role is Partner | Financial Advisor to Tech Executives | Equity Comp.

What is Dan Routh, Cfp®'s email address?

Dan Routh, Cfp®'s email address is drouth3@vt.edu

What is Dan Routh, Cfp®'s direct phone number?

Dan Routh, Cfp®'s direct phone number is +140547*****

What schools did Dan Routh, Cfp® attend?

Dan Routh, Cfp® attended Virginia Tech.

What skills is Dan Routh, Cfp® known for?

Dan Routh, Cfp® has skills like Financial Planning, Retirement Planning, 401 Retirement Savings Plans, Financial Analysis, Investments, Retirement Plan Consulting, Retirement Solutions, Cash Flow Analysis, Process Improvement, Leadership, Crm Software, Powerpoint.

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