Prosperity Planning, Inc.
CFP(R), CPA, CExP, CVGA
As Partner and Wealth Manager, Dan Reiter, CFP, CPA, provides oversight and training in the Prosperity Planning Blueprint™ and Prosperity Business Blueprint™, our structured planning processes for high-net-worth families and businesses. With the assistance of other team members, he helps implement these processes for clients while employing sophisticated financial, tax, investment, and business planning strategies. Dan got his career inspiration when he realized the tremendous gap between what people know about finances and what it really takes to be financially successful in the long term. His family members’ experiences with commissioned salespeople made him realize how essential fee-only, fiduciary advice is. Now Dan applies his expertise as a CERTIFIED FINANCIAL PLANNER professional and licensed CPA to providing fee-only, fiduciary planning for business owners and other high-net-worth clients with complex finances. Outside of the office, Dan is a course developer and adjunct instructor in the Personal Financial Planning program at Park University. There, he teaches both retirement and income tax planning as part of the CFP Board-approved education program for aspiring CFP professionals. In addition, the Weston, MO resident loves time with his wife and two girls, either outdoors at a park or indoors on movie nights complete with popcorn.