Dan Reiter, CFP®, CPA, CDFA®
Partner and Wealth Manager
As Partner and Wealth Manager, Dan Reiter, CFP®, CPA, CDFA®, 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.
Dan has also shared his experience with the next generation of financial planners, previously serving as an adjunct instructor in Personal Financial Planning programs at Park University and Kansas State University. He taught retirement planning, income tax planning, and the fundamentals of financial planning as part of CFP® Board-approved education programs for aspiring CFP® professionals.
Outside of the office, the Weston, Missouri resident loves spending time with his wife and three children, whether they’re outdoors at a park or indoors for a family movie night, complete with popcorn.
Education and Certifications
- CERTIFIED FINANCIAL PLANNER™, CFP Board of Standards
- Certified Public Accountant
- Certified Divorce Financial Analyst® (CDFA®), Institute for Divorce Financial Analysts®
- 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)
