Daniel Graff Email & Phone Number
Partner | Managing Director @ Creative Planning
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Daniel Graff Location
- Washington, DC, US
Daniel Graff Work
- Partner | Managing Director @ (June 2024 - Present)
- Partner | Private Wealth Manager at Creative Planning @ (April 2021 - July 2024)
- Principal | Client Advisor @ (July 2020 - April 2021)
- Director | Client Advisor Sullivan Bruyette Speros and Blayney @ (July 2019 - July 2020)
- Senior Manager | Client Advisor @ (May 2018 - June 2019)
- Director of Financial Planning and Operations @ (July 2014 - April 2018)
- Sr. Financial Planner @ (November 2009 - June 2014)
- Mortgage Consultant @ Foundation Mortgage Corporation (June 2007 - January 2010)
- Mortgage Coordinator @ Foundation Mortgage Corporation (May 2003 - December 2007)
- Mortgage Consultant @ CityGate Mortage Company (June 2007 - June 2008)
Daniel Graff Education
- College for Financial Planning
Financial Planning Certificate (Financial Planning and Services)
2010-2012 - Clemson University
BS (Finance)
2003-2007 - Ben Lippen 1999-2003
Daniel Graff Skills
- Endorsements not permitted by compliance
- Strategic Financial Planning
- Wealth Management
- Retirement
- Financial Analysis
- Financial Planners
- Finance
Daniel Graff Summary
- Daniel Graff, based in Washington, DC, US, is currently a Partner | Managing Director at Creative Planning. Daniel Graff brings experience from previous roles at Creative Planning and Sullivan Bruyette Speros & Blayney. Daniel Graff holds a 2010 - 2012 Financial Planning Certificate in Financial Planning and Services @ College for Financial Planning. With a robust skill set that includes Endorsements not permitted by compliance, Strategic Financial Planning, Wealth Management, Retirement, Financial Analysis and more. Daniel Graff has 4 emails and 3 mobile phone numbers on RocketReach.
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