Danny Clare (CFP®)
Danny Clare focuses in the
following client markets or areas of practice:
- Business Owners
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Millennials
- Retirement Planning & Distribution Rules
- Tax Planning
- Business Owners
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Millennials
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Investment Management, Holistic Financial Planning, Tax Planning, Retirement Planning, Charitable Giving
Working as a fiduciary, I provide advice in the best interest of our clients. I’m confident that the financial planning and service we provide at Flagstone are top-tier.
Additional Information
Born and raised in Lincoln, Nebraska, I am a huge Nebraska Cornhusker fan and rarely miss home basketball and football games. A sports fanatic my whole life, I continue to play golf, basketball, and tennis. In addition, I love cocktail hours, great food, and even better company—all of which I get to enjoy at weekly family dinners.
- B.S. in Business Administration, Major: Marketing (2018)
- CERTIFIED FINANCIAL PLANNER™ Professional (2021)
NAPFA Start Date
July 18, 2022
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