Dan Reiter, CFP®, CPA
Partner and Wealth Manager
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 an adjunct instructor in the Personal Financial Planning programs at both Park and Kansas State Universities. There, he teaches retirement planning, income tax planning, and fundamentals of financial planning as part of the CFP® Board-approved education programs for aspiring CFP® professionals. In addition, the Weston, MO resident loves time with his wife and three children, either outdoors at a park or indoors on movie nights complete with popcorn.
Education and Certifications
CERTIFIED FINANCIAL PLANNER™, CFP Board of Standards
Certified Public Accountant
Pursuing Master of Science, Taxation, Golden Gate University
Master of Science, Personal Financial Planning, Kansas State University
Graduate Certificate in Financial Therapy, Kansas State University
Bachelor of Science, Business Administration and Accounting, Park University
Certified Value Growth Analyst (CVGA), Corporate Value Metrics
Certified Exit Planner (CExP), Business Enterprise Institute
Certified Merger & Acquisition Advisor (CM&AA), Alliance of Merger & Acquisition Advisors
Memberships and Community Involvement
Member, Financial Planning Association (FPA)
Member, Fee-Only Network
Member, American Institute of Certified Public Accounts (AICPA)
Treasurer and Board Member, The Calling Community Church