Dan Donegan, Financial Advisor

Dan Donegan joined Creative Planning in 2015. For more than 20 years, Dan has provided education, financial planning, and investment advice to individuals and businesses throughout the United States. Dan is enthusiastic about helping people achieve financial goals and gives careful attention to their investment experience, risk and return expectations, financial constraints, and any other assets prior to making any investment recommendations.Currently, Dan provides education and guidance to retirement plan participants to help them set and achieve financial goals utilizing their employer-sponsored retirement plans. Dan graduated from the University of Kansas in 1991 with a Bachelor of Science degree in Business Administration and currently holds the Series 65 and 63 Securities licenses. Dan lives in Leawood, KS and spends his time enjoying the outdoors with his wife and their two daughters.

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PETER MALLOUKPRESIDENT
& FOUNDER, CREATIVE PLANNING