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Dan Foster, CPA, CFP® |
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Dan serves as a wealth manager in the Dallas/Fort Worth area,
working directly with clients to develop and implement a
strategy to address their financial, investment, tax and estate
planning needs. Prior to joining Creative Planning Dan worked at
two large national registered investment advisors serving
high-net worth clients. He also worked for several years at
PricewaterhouseCoopers in the Washington DC area in the personal
financial services group.
Dan graduated from Hillsdale College in 1994 with a degree in
Accounting. In addition, he received his Certified Public
Accounting (CPA) designation in 2002 and his Certified Financial
Planner (CFP) designation in 2004.
Dan is married to Julie and has two sons, Jeffrey and Jonathan.
Dan is an active member of his church and in his spare time, he
enjoys golf, watching sports and doing just about anything with
his two boys. |
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