Dan Routh (CFP®)
Dan Routh focuses in the
following client markets or areas of practice:
- Corporate Executives
- Entrepreneurs
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Tax Planning
- Corporate Executives
- Entrepreneurs
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Tax Planning
Planning Specialties
Dan's primary practice areas include equity compensation planning and complex estate planning.
Additional Information
Dan is a CERTIFIED FINANCIAL PLANNER™ and has a decade of experience in financial planning. Old Peak Finance provides tax-smart planning to tech executives with $3M+.
Dan's primary practice areas include equity compensation planning and complex estate planning.
Dan has a bachelor’s degree in business (finance) and a minor in applied economics from Virginia Tech. He has spent most of his career advising executives, primarily in tech and life sciences. He is an active member of NAPFA. He and his family live in Raleigh, NC.
NAPFA Start Date
July 01, 2019
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