Dan Peters Email & Phone Number
Fee Based Financial Planner @ Prism Planning Partners
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Dan Peters Location
- Chicago, IL, US
Dan Peters Work
- Fee Based Financial Planner @ (August 2018 - Present)
- Director Of Operations and Financial Planner @ (August 2018 - Present)
- Financial Advisor @ GCG Financial (January 2006 - July 2018)
- Corporate Account Manager @ (January 2003 - January 2006)
Dan Peters Education
- Augustana College
Finance (Marketing & Management)
1999-2003
Dan Peters Skills
- Retirement Planning
- Financial Advisory
- Retirement
- Strategic Financial Planning
- Estate Planning
- Managed Services
Dan Peters Summary
- Dan Peters, based in Chicago, IL, US, is currently a Fee Based Financial Planner at Prism Planning Partners, LLC. Dan Peters brings experience from previous roles at Prism Planning Partners, LLC, GCG Financial and CDW. Dan Peters holds a 1999 - 2003 Finance in Marketing & Management @ Augustana College. With a robust skill set that includes Retirement Planning, Financial Advisory, Retirement, Strategic Financial Planning, Estate Planning and more. Dan Peters has 1 emails and 2 mobile phone numbers on RocketReach.
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