Daniel Stous (CFP®, MBA)
Daniel Stous focuses in the
following client markets or areas of practice:
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- Generation X
- Retirement Planning & Distribution Rules
- Tax Planning
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- Generation X
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Investment Management, Holistic Financial Planning, Tax Planning, Retirement Planning, Charitable Giving
As a fee-only planner, I help clients determine whether they’re on a path to meet their financial goals, and, if not, I form recommendations to get them back on track.
Additional Information
My wife Kate and I have two young children, Liviana and Alton, so my home life is presently both a ton of fun and a ton of work. We also have two Balinese cats named Neville and Luna after some of our favorite Harry Potter characters. I love traveling to new destinations and enjoy saving money on traveling by using points almost as much as I love traveling itself. I’m also passionate about good food, good drink, and good music.
- Master of Business Administration, Focus: Finance
- 2013, University of Nebraska-Lincoln
- B.S. in Business Administration, Major: Finance
- 2008, University of Nebraska-Lincoln
- CERTIFIED FNIANCIAL PLANNER™ Professional
- 2018
NAPFA Start Date
October 15, 2018
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