Daniel Kerr Email & Phone Number
Partner @ Cerity Partners
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Daniel Kerr Location
- Los Angeles, CA, US
Daniel Kerr Work
- Partner @ (February 2026 - Present)
- Partner, Senior Financial Advisor @ (February 2025 - March 2026)
- Senior Financial Advisor @ (February 2020 - March 2026)
- Sr. Client Advisor Associate @ (October 2019 - February 2020)
- Financial Advisor @ (January 2019 - October 2019)
- Associate Advisor, Wealth Management @ (January 2017 - January 2019)
- Paraplanner, Wealth Management @ (August 2015 - December 2016)
- Paraplanner @ (June 2013 - July 2015)
- Teller @ (December 2011 - June 2013)
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.
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