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.
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
- 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)
- Treasurer and Board Member, The Calling Community Church
