Dan Lear

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“I believe that the four most important things in most people’s lives are family, health, career, and money, and as a financial planner I get to help with all four of those. I am able to help clients get the clarity they need so that all of these things can fall into place, helping to make their lives easier and simpler.”

Dan Lear is a Partner and Financial Planner at Affiance Financial, where he brings a fiduciary, client-first approach to every relationship. As a Certified Private Wealth Advisor® and CERTIFIED FINANCIAL PLANNER™ professional, Dan aims to help high-net-worth individuals and families navigate the unique challenges and opportunities of wealth.

Dan works closely with professionals, business owners, and affluent families to develop thoughtful strategies across the full wealth lifecycle — from executive compensation and concentrated stock planning, to business succession, estate design, and multi-generational legacy planning. Dan’s goal is to help simplify financial complexity, work to reduce taxes, and provide clarity during pivotal moments, so clients can focus on what matters most —– spending time with their families, excelling at their careers, or traveling and enjoying their hobbies.

Beyond his client work, Dan is passionate about financial literacy and serves on the Board of Directors for BestPrep, a nonprofit equipping students with business, career, and financial skills.

Dan joined Affiance Financial in December, 2014, and obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2018. Dan affirmed his commitment to his clients and Affiance Financial by becoming a Partner of the firm in 2022. In 2024, he obtained his Certified Private Wealth Advisor® certification, advancing his knowledge of tailored strategies across the wealth lifecycle for high-net-worth individuals. Dan graduated from the University of Kansas, where he studied Finance and Psychology.

Get to know Dan—

• He and his wife, Amy, are proud parents to their son, Jackson.
• He is an avid college basketball fan and especially enjoys cheering for the Kansas Jayhawks.
• In his free time, he loves to play golf. His favorite course is Oak Ridge Country Club.