Dan Routh (CFP®)
Dan Routh focuses in the
following client markets or areas of practice:
- Baby Boomers
- Corporate Executives
- Entrepreneurs
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Tax Planning
- Baby Boomers
- Corporate Executives
- Entrepreneurs
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Tax Planning
Planning Specialties
Dan Routh is a fee-only CERTIFIED FINANCIAL PLANNER™ specializing in working with medical professionals in practice and research, especially private practice owners. He has 8+ years of experience in the financial services industry and has a personal interest in working with the veterinary medical community as his wife is a practicing veterinarian in Cary, NC.
Follow Dan and his activities on LinkedIn and Twitter.
Additional Information
Dan is a CERTIFIED FINANCIAL PLANNER™ professional helping doctors in practice & research organize their financial lives. He has spent over half of his 8+ years of experience in financial planning working with private practice owners and employed physicians at hospitals and pharma companies. As the spouse of a practicing veterinarian, Dan has a unique viewpoint when working with the medical community.
Old Peak Finance is a fee-only financial planning and wealth management firm in Chapel Hill, NC. Old Peak provides ongoing, REAL FINANCIAL PLANNING® to each of its 115+ clients - mostly busy professionals and business owners. In business for more than a decade, Old Peak has focused on 3 things that set ourselves apart from most financial services firms: a tailored, comprehensive, and fiduciary relationship with our clients.
Over the last several years, Dan's expertise has been featured in numerous media outlets, including DVM360, CNBC, Business Insider, MarketWatch, and Barron's. Dan speaks regularly alongside his colleagues to educate Triangle area medical schools and early doctors’ groups about personal finance. He also appears monthly on The Veterinarian Success Podcast, a personal finance podcast geared towards veterinarians.
Dan is an active member of the NCVMA - Industry Council, VetPartners, and NAPFA.
NAPFA Start Date
July 01, 2019
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.