Dan Weiss, MSFP
Master of Science in Financial Planning
Dan earned his BA from the University of Michigan double-majoring in International Studies (focus: Political Economy and Development) and Spanish. He graduated Golden Gate University’s Master of Science in Financial Planning program with High Honors earning the Outstanding Student Award. He has passed the CFP examination and is currently studying for the Enrolled Agent (EA) tax designation.
Prior to joining PrairieView, Dan worked for Regent Wealth Management Group, a boutique RIA serving high-net-worth individuals and Chen Planning Consultants, Inc., one of the pioneers of holistic financial planning.
With a passion for adventure and continuous learning, he has taught English as a Second Language abroad for 2-years in Zhangjiajie, Hunan, China and Ho Chi Minh City, Vietnam becoming fluent in Mandarin.
During his free time, Dan reads, meditates, does yoga, and volunteers for the Financial Planning Association (FPA).
Read Dan’s latest pieces here.