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

Daniel M. Yerger, CFP®

MBA, AIF, CDFA

President

MY Wealth Planners, LLC

720 100 Year Party Court, Suite 300
Longmont, CO 80504
FINANCIAL ADVISOR'S WEBSITE
(303) 600-3757 CONNECT WITH Daniel
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General

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

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

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

Financial Advisor's Specialties

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

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