Daniel Kerr

CFP®

Senior Client Advisor Associate

 
 

Daniel Kerr

CFP®

Senior Client Advisor Associate

“Planning is bringing the future into the present so that you can do something about it now.” – Alan Lakein

Role at Mission Wealth

Daniel works closely with his team of Client Advisors, gathering and analyzing current data from clients to create holistic financial plans and recommendations.

Specializations

Financial Planning, Estate Planning, Retirement Planning

Contact Information
Office Location: Santa Barbara, CA
Email: dkerr@nullmissionwealth.com
Direct Line: (805) 690-3906

Role at Mission Wealth

Daniel works closely with his team of Client Advisors, gathering and analyzing current data from clients to create holistic financial plans and recommendations.

Specializations

Financial Planning, Estate Planning, Retirement Planning

Contact Information
Office Location: Santa Barbara, CA
Email: dkerr@nullmissionwealth.com
Direct Line: (805) 690-3906

Career Highlights

Before joining the team at Mission Wealth, Daniel worked at Moss Adams Wealth Advsiors. Prior to Moss Adams Wealth Advisors, Daniel got his start in the financial services industry at LJCooper Wealth Management.

Credentials

Career Highlights

Before joining the team at Mission Wealth, Daniel worked at Moss Adams Wealth Advsiors. Prior to Moss Adams Wealth Advisors, Daniel got his start in the financial services industry at LJCooper Wealth Management.

Credentials

Why I Love What I Do

I love meeting new people and creating new relationships. Helping others realize their goals is a passion of mine.

Personal Pursuits

In Daniel’s free time, you can find him golfing, hiking or with his wife somewhere outside on the beach near his home.

Education

Daniel holds a Bachelor of Science in Personal Financial Planning from Utah Valley University as well as the CFP® designation.

Daniel Recommends 

Why I Love What I Do

I love meeting new people and creating new relationships. Helping others realize their goals is a passion of mine.

Personal Pursuits

In Daniel’s free time, you can find him golfing, hiking or with his wife somewhere outside on the beach near his home.

Education

Daniel holds a Bachelor of Science in Personal Financial Planning from Utah Valley University as well as the CFP® designation.

Daniel Recommends

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