Daniel M. Yerger,  CFP<sup>&reg;</sup> - Financial Advisor

Daniel M. Yerger, CFP®

MBA, AIF, CDFA

President

MY Wealth Planners

402 Main St.
Longmont, CO 80501
(720) 600-6716

General

Daniel Yerger is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at MY Wealth Planners in Longmont, CO and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - MBA, CDFA

Financial Advisor's Specialties

Comprehensive Financial Planning, Arbitration & Mediation, 401(k)/403(b)/IRAs, Asset Allocation, Business Taxes, Corporate Finance, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Retirement, Startup, Succession Planning, Sudden Wealth

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