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Current company Kramer Financial Group, Llc
Financial Services · 5 employees · Founded 1996 · Franklin, Tennessee, United States
Daniel L. Kramer, CPA, CFP® is the Managing Director of Kramer Financial Group. Dan began working in financial services as a Certified Public Accountant in 1984 at Ernst & Whinney (predecessor to Ernst & Young). Prior to starting Kramer Financial Group in 1996, Dan was a Controller and/or Chief Financial Officer for several different companies. Dan is a member of the AICPA and the Financial Planning Association and a former member of the Estate Planning Council of New York City. He holds the professional designations of CERTIFIED FINANCIAL PLANNER™, Certified Public Accountant (CPA), Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU). Dan is a frequent speaker for groups and organizations on topics ranging from investment management to tax and estate planning, and is the author of The Habits of Highly Satisfied Investors. Kramer Financial Group is an independent fee-based financial planning firm. Our mission is to help clients protect, grow, and enjoy their assets. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.