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Daniel Haines, CFP®, CFA
Helping business owners and busy professionals make the most of their finances
Dan Haines is a co-founder and advisor at SummitView Advisors, where he specializes in helping busy professionals and business owners manage their finances effectively. He holds several prestigious designations, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Master of Business Administration (MBA) .1
Haines has a background in finance and investment, which informs his advisory work at SummitView Advisors. His mission is to empower clients to make informed financial decisions that align with their personal and professional goals .1
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Location
Greater Kalamazoo Area
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Clay can make mistakes, so please verify responses. Data is from public sources. Trademarks are property of their respective owners.
People also viewed
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Marci Bair, CFP ® (she/her)
Over 30 years working with Women in Leadership, LGBTQ+ Couples & Progressive Business Owners to align their investment portfolios with their values and provide Fee Base Financial & Retirement Planning.
William (Bill) Turcato
CFO with diverse industrial background seasoned with public, family owned, and private equity-backed (PE) global companies
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See who you know in common with Daniel