Dan Cairns, CFP®, CPA
Wealth Manager
Dan serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With more than three decades of experience in the financial services industry, Dan offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, Dan served as the Chief Financial Officer and Chief Compliance Officer at an independent investment advisory firm, where he was involved in corporate finance, compliance program creation and execution, and financial planning.
Dan received his Bachelor of Science degree in accounting from Bloomsburg University. He is also a CERTIFIED FINANCIAL PLANNER<sup>®</sup> professional, as designated by the Certified Financial Planner Board of Standards, and a Certified Public Accountant, as licensed by the Pennsylvania State Board of Accountancy.
Dan and his wife, Cindy, enjoy traveling, watching movies and spending time with their three children, Mitchell, Madison and Trevor.
Articles by Dan Cairns, CFP®, CPA
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