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Dan Mathews

Wealth Manager, Partner

As a Wealth Manager, Dan works 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 as a Financial Planner for 13 years at an independent investment firm, where he served high net worth clients.

Dan graduated from the University of Missouri-Kansas City with his Bachelor of Business Administration degree. He is also a CERTIFIED FINANCIAL PLANNER™ certificant. Dan is currently one of a select group of CFP Board Ambassadors throughout the country, whose mission is to provide personal finance resources to the community, policymakers and local media. In 2013, he served as Media Director for the Financial Planning Association of Greater Kansas City. He has been quoted in several print media outlets, including the Wall Street Journal and the Kansas City Star.

Outside of the office, Dan serves on the stewardship team at his church. He enjoys boating, fishing and spending time with his wife and three children.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021