Dan Shay, CFP®
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.
Having spent his entire career in the financial services industry, Dan has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, Dan worked as a Principal Advisor at a comprehensive financial planning and investment management firm serving high-net-worth individuals and families.
Dan earned a Bachelor of Science degree in finance from the University of Kansas. He is also a CERTIFIED FINANCIAL PLANNER<sup>®</sup> professional, as designated by the Certified Financial Planner Board of Standards.
Dan and his wife, Nicole, have two children: Kingslin and Donovan. In his spare time, Dan enjoys coaching youth sports, keeping up with local sports teams and spending time with his family.
Articles by Dan Shay, CFP®
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