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Daniel Pontarelli, CFP®

Wealth Manager, Partner
Daniel serves as a Wealth Manager, working directly with clients to develop and implement comprehensive financial plans. He practices in the areas of retirement planning, investment management, tax planning, estate planning, employee benefits, risk management, and education planning. In order to provide you with a truly customized financial plan, Daniel focuses on first gaining a thorough understanding of your circumstances. Daniel brings to his clients over 10 years of experience in the financial services industry. He has spent the majority of his career working for a comprehensive financial planning and investment management firm serving high net worth individuals and families. Daniel earned a Bachelor of Science degree in Financial Services from San Diego State University. He is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards. Daniel and his wife, Monica, have two daughters – Lucy and Evelyn. In their free time, they enjoy day trips to the zoo, Union Station, and all of the other great family locations throughout Kansas City.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide


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Providing financial peace of mind across the globe



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