Daniel Clements

About Daniel Clements

As a retirement plan service professional for Principal®, I work closely with plan sponsors and financial professionals to help provide services to our clients, including, fiduciary support, plan investment reviews, retirement plan design consulting, plan compliance and participant education. At Principal, our Mission in Retirement and Income Solutions is to help more people save enough, protect enough, and have enough in retirement, working with advisors, plan sponsors, and ThirdParty Administrators (TPAs). Together, our organization and representatives are responsible for managing numerous local client relationships. Our organization can help you with your needs including 401(k), 403(b), ERISA 403(b) 457(b), 457(f), 457 Governmental, Non-Qualified, Defined Benefit, ESOP and Equity Compensation. Insurance products issued by Principal National Life Insurance Co.(except in NY) and Principal Life Insurance Co. Plan administrative services provided through Principal Life. Securities offered through Principal Securities, Inc, member SIPC and/or independent broker/dealers. Referenced companies are members of Principal Financial Group®, Des Moines, IA 50392.Content provided via links to third-party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided at these websites.Daniel Clements is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed.

Experience

1. Consultant

   Creative Planning Retirement Services

   Sep 2024 — Present · Fairfax Station, VA, US

   Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services.Specialties: Wealth Management; Investment Management for Individuals, Businesses, and Charities; Financial Planning; Wills, Trusts, and Estate Planning; Tax Planning; Charitable Planning; Business Succession Planning; Risk Management.

Education

• William & Mary

  Master of Business Administration - MBA

  2019 — 2020

• University of Kentucky

  BA - Finance, Finance and Economics (Minor)

  2009 — 2013

Skills

• Written & Oral Presentation Skills
• Financial Analysis
• Business Analysis
• Finance
• New Business Development
• Investments
• Customer Service
• Social Media
• Market Research
• Analysis