Dan Reiter, CFP®, CPA
Wealth Manager | Transforming Success into Prosperity
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
Serving Clients Nationwide
Wealth Manager | Transforming Success into Prosperity
Areas of Focus
- Financial Life Planning
- Investment Management
- Owning a Business
- Saving for College
- Taxes
About Dan Reiter, CFP®, CPA
As Partner and Wealth Manager, Dan Reiter, CFP®, CPA, provides oversight and training in the Prosperity Planning Blueprint™ and Prosperity Business Blueprint™, our structured planning processes for high-net-worth families and businesses. With the assistance of other team members, he helps implement these processes for clients while employing sophisticated financial, tax, investment, and business planning strategies.Dan got his career inspiration when he realized the tremendous gap between what people know about finances and what it really takes to be financially successful in the long term. His family members’ experiences with commissioned salespeople made him realize how essential fee-only, fiduciary advice is. Now Dan applies his expertise as a CERTIFIED FINANCIAL PLANNER™ professional and licensed CPA to providing fee-only, fiduciary planning for business owners and other high-net-worth clients with complex finances.
Outside of the office, Dan is a course developer and adjunct instructor in the Personal Financial Planning program at Park University. There, he teaches both retirement and income tax planning as part of the CFP Board-approved education program for aspiring CFP® professionals. In addition, the Weston, MO resident loves time with his wife and two girls, either outdoors at a park or indoors on movie nights complete with popcorn.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Certified Public Accountant (CPA)
Affiliations
-
American Institute of CPAs
- Fee Only Network
- Financial Planning Association
- Fee Only Network
Primary Location
1805 Northwest Platte Road suite 100, Kansas City, MO 64150, USA
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a complimentary 30-minute discovery call. In our call, we’ll discuss the challenges your success has brought you and your goals. We’ll share how we may be able to meet your needs. Next, we send you a financial questionnaire. This helps us to dive into the facts and figures so we can understand the obstacles and opportunities in your path. We then meet in person or virtually and go deeper into your financial picture. We discuss fees and services and answer any questions you may have before formalizing our relationship.Offers Investment Management
Yes
About Prosperity Planning
At Prosperity Planning, we help transform your success into something even better -- prosperity. Prosperity is the peace of mind of knowing all the moving pieces of your finances have been optimized. Prosperity means you can enjoy the financial freedom you have worked so hard to attain.We are a team of CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals based in Kansas City, Missouri, working with people just like you -- savvy individuals seeking expert advice from a trusted professional. In addition, our in-house Certified Public Accountant (CPA) provides tax planning across all areas of your wealth so that you can use after-tax dollars more effectively.
Our process is centered around your Prosperity Planning Blueprint™ where every recommendation is in writing and customized to your unique needs. In developing your Blueprint, our team collaborates with you to discover your vision of prosperity, then develops a comprehensive plan to transform that vision into reality. We provide accountability, expertise, and encouragement. Even more, we guide you every step of the way in carrying out your plan.
Education
Golden Gate University Master's degree, Taxation | Kansas State University, Master's Degree, Personal Financial Planning | Park University, Bachelor of Science, Business Administration and Management
Volunteer Experience
Treasurer and Board MemberTreasurer and Board Member, The Calling Community Church | Class Coordinator, Financial Peace University | Budget Counselor, Hillcrest Transitional Housing
Hobbies and Interests
- Family
- Movies
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Divorce
- Intergenerational Families
- Living in Retirement
- Women Professionals
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.
