Daniel Kramer
Wealth Advisor and Financial Planner, Kramer Financial Group, LLC
- Role
- Wealth Advisor and Financial Planner at Kramer Financial Group, Llc
- Location
- Franklin, TN, US
- LinkedIn followers
- 500 followers
About Daniel Kramer
My career ‘managing money’ began when I was just 2. My dad brought home bags of coins…
Experience
Wealth Advisor and Financial Planner
Mar 1996 — Present · New York, NY, US
Beginning his career as a Certified Public Accountant in 1984 at Ernst & Whinney (predecessor to Ernst & Young), Dan has also been the Controller and/or Chief Financial Officer for several companies. Three months after moving into Manhattan, Dan’s apartment was destroyed in a fire. In the months it took to rebuild his life, Dan saw it as the perfect time to align his career with his passion for people and their financial life. In March 1996, Kramer Financial Group was formed.He is a member of the AICPA and currently holds the professional designation of CERTIFIED FINANCIAL PLANNER™. Securities and Advisory Services offered through LPL Financial Member FINRA / SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Financial Planning offered through Kramer Financial Group, LLC, a Registered Investment Advisor and separate entity from LPL Financial.
Skills
- Wealth Management
- Financial Analysis
- Financial Planning
- Retirement
- Strategic Financial Planning
- 401k
- Asset Management
- Investments
- Financial Services
- Nonprofits
- Portfolio Management
- Financial Advisory
- Retirement Planning
- Management
- Investment Management
- Alternative Investments
- Securities
- Public Speaking
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