Dan Mauck Email & Phone Number
Senior Financial Planner @ Lee Financial
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Dan Mauck Location
- United States
Dan Mauck Work
- Senior Financial Planner @ (November 2022 - Present)
- Member - Scholarship Committee @ Financial Planning Association of Dallas/Ft. Worth (vol) (January 2015 - Present)
- Chairman 2014 @ Financial Planning Association of Dallas/Ft. Worth (vol) (January 2014 - December 2014)
- President 2013 @ Financial Planning Association of Dallas/Ft. Worth (vol) (January 2013 - December 2013)
- President-Elect 2012 @ Financial Planning Association of Dallas/Ft. Worth (vol) (January 2012 - December 2012)
- Treasurer 2010-2011 @ Financial Planning Association of Dallas/Ft. Worth (vol) (January 2010 - December 2011)
- Founder, Chairman - Scholarship Committee @ Financial Planning Association of Dallas/Ft. Worth (vol) (January 2003 - December 2009)
- Public Relations Director 2001-2002 @ Financial Planning Association of Dallas/Ft. Worth (vol) (January 2001 - December 2002)
- Peer Reviewer @ Journal of Financial Planning Editorial Review Board (vol) (September 2021 - January 2025)
- Senior Financial Advisor @ (February 2004 - May 2021)
- Founder, President (2011-12), and Board Member @ Texas Tech PFP Alumni Advisory Board (vol) (September 2011 - August 2017)
- Senior Associate @ (May 2002 - February 2004)
- Senior Associate @ Arthur Andersen LLP (January 1997 - May 2002)
- Associate @ Asset Management Advisors (April 1995 - April 1996)
- Intern @ Evensky Brown & Katz (June 1994 - July 1994)
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). 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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