Daniel Kerr Email & Phone Number
Partner @ Cerity Partners
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Daniel Kerr Location
- Los Angeles, CA, US
Daniel Kerr Work
- 2026 -now Partner @
- 2025 -2026 Partner, Senior Financial Advisor @
- 2020 -2026 Senior Financial Advisor @
- 2019 -2020 Sr. Client Advisor Associate @
- 2019 -2019 Financial Advisor @
- 2017 -2019 Associate Advisor, Wealth Management @
- 2015 -2016 Paraplanner, Wealth Management @
- 2013 -2015 Paraplanner @
- 2011 -2013 Teller @
Daniel Kerr Education
- Utah Valley University
Bachelor of Science (B.S.), Personal Finance (Personal Finance)
2009-2015 - Springville High School 2005-2009
Daniel Kerr Skills
- Finance
- Investments
- Personal Financial Planning
- Financial Advisory
- Wealth Management
- Financial Planning
- Securities
- Financial Analysis
- Retirement Planning
- Highly personable
- Wealth
- Retirement
- Personal Finance
- Investment Advisory
- Leadership
- Loyal
- Work Ethic
- Wealth Management Services
- Ethical Decision Making
- Mutual Funds
Daniel Kerr Summary
- Daniel Kerr, based in Los Angeles, CA, US, is currently a Partner at Cerity Partners. Daniel Kerr brings experience from previous roles at Running Point, Mission Wealth and Moss Adams. Daniel Kerr holds a 2009 - 2015 Bachelor of Science (B.S.), Personal Finance in Personal Finance @ Utah Valley University. With a robust skill set that includes Finance, Investments, Personal Financial Planning, Financial Advisory, Wealth Management and more. Daniel Kerr has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Daniel Kerr?
Find contact details for 700 million professionals.
Top Cerity Partners Employees
Robert Jeffers
Chief Operating Officer
Cohasset, MA, US
Matthew McKenna
Partner
New York, NY, US
Nicole Fox
Partner
New York, NY, US
Darlene Dahl
Managing Director, Senior Client Advisor
Boston, MA, US
Stefan Ludlow
Chief Technology Officer
New York, NY, US
Adam Hills
President - Cerity Partners International
Saratoga Springs, NY, US
Jason Waters
Managing Partner Kentucky Market
Elizabethtown, KY, US
Robert Bingham
Co-Founder
San Francisco, CA, US
Art Prostick
Chief Compliance Officer
Albany, NY, US
Thomas Karsten
Managing Partner
Texas, United States
Ashley Guerra
Chief Compliance Officer
Pasadena, CA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co