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.
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Daniel Kerr?
Find contact details for 700 million professionals.
Others Named Daniel Kerr
Daniel Kerr
Principal
New York, NY, US
Daniel Kerr
Sales Director, NSW
Sydney, NSW, AU
Daniel Kerr
Director Managed Care
Oklahoma City, OK, US
Daniel Kerr
Senior Software Development Engineer
New York, NY, US
Top Cerity Partners Employees
Robert Jeffers
Chief Operating Officer
Cohasset, MA, US
Salvatore Russo
Partner
New York, NY, US
Matthew McKenna
Partner
New York, NY, US
Nicole Fox
Partner
New York, NY, US
Stefan Ludlow
Chief Technology Officer
Philadelphia, PA, US
Adam Hills
President - Cerity Partners International
Saratoga Springs, NY, US
Jason Waters
Managing Partner Kentucky Market
Elizabethtown, KY, US
Thomas Cohn
Chief Solutions Officer
New York, NY, US
Robert Bingham
Co-Founder
San Francisco, CA, US
Art Prostick
Chief Compliance Officer
Albany, NY, US
Ashley Guerra
Chief Compliance Officer
Pasadena, CA, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups. 
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension. 
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API. 
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co