Dan Mauck Email & Phone Number
Senior Financial Planner @ Lee Financial
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Dan Mauck Location
- United States
Dan Mauck Work
- 2022 -now Senior Financial Planner @
- 2015 -now Member - Scholarship Committee @ Financial Planning Association of Dallas/Ft. Worth (vol)
- 2014 -2014 Chairman 2014 @ Financial Planning Association of Dallas/Ft. Worth (vol)
- 2004 -2021 Senior Financial Advisor @
- 2013 -2013 President 2013 @ Financial Planning Association of Dallas/Ft. Worth (vol)
- 2012 -2012 President-Elect 2012 @ Financial Planning Association of Dallas/Ft. Worth (vol)
- 2010 -2011 Treasurer 2010-2011 @ Financial Planning Association of Dallas/Ft. Worth (vol)
- 2003 -2009 Founder, Chairman - Scholarship Committee @ Financial Planning Association of Dallas/Ft. Worth (vol)
- 2001 -2002 Public Relations Director 2001-2002 @ Financial Planning Association of Dallas/Ft. Worth (vol)
- 2021 -2025 Peer Reviewer @ Journal of Financial Planning Editorial Review Board (vol)
- 2002 -2004 Senior Associate @
- 2011 -2017 Founder, President (2011-12), and Board Member @ Texas Tech PFP Alumni Advisory Board (vol)
- 1997 -2002 Senior Associate @ Arthur Andersen LLP
- 1995 -1996 Associate @ Asset Management Advisors
- 1994 -1994 Intern @ Evensky Brown & Katz
Dan Mauck Education
- Texas Tech University
BS (Family Financial Planning)
1993-1994 - Texas Tech University
BS (Agricultural Economics)
1989-1993
Dan Mauck Skills
- Investment Planning
- Insurance Planning
- Tax Planning
- Cash Management
- Debt Management
- Education Planning
- Charitable Planning
- Strategic Financial Planning
- Retirement Planning
- Estate Planning
- Financial Planners
- Financial Advisory
- Wealth Management
- Investment Advisory
- Financial Analysis
- Investments
- Retirement
- Asset Allocation
- Investment Management
- Financial Planning
- Mutual Funds
- Asset Management
- Wealth
- Wealth Management Services
- Investment Strategies
- Finance
- Portfolio Management
- High Net Worth Individuals
- Financial Goals
- Personal Financial Planning
- High Net Worth
- Sales
- Microsoft Office
- Personal Financial
- Strategic Financial
- Research
Dan Mauck Summary
- Dan Mauck, based in United States, is currently a Senior Financial Planner at Lee Financial. Dan Mauck brings experience from previous roles at Financial Planning Association of Dallas/Ft. Worth (vol) and Clintsman Financial Planning. Dan Mauck holds a 1993 - 1994 BS in Family Financial Planning @ Texas Tech University. With a robust skill set that includes Investment Planning, Insurance Planning, Tax Planning, Cash Management, Debt Management and more. Dan Mauck has 1 emails and 2 mobile phone numbers on RocketReach.
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