Dan Lear, CFP®, BFA™
Dan joined Affiance Financial in December 2014. He is currently building his advisory practice at Affiance, offering clients guidance as they work toward achieving their financial goals. As such, he assists clients with strategic investment management, cash flow planning, risk management, estate planning, and much more. Dan’s goal as a financial planner is to help alleviate his clients’ financial stress, by making sure they have a plan for the unplanned.
Dan began his career at Affiance Financial supporting principal Steve Lear’s clients. Dan spent most of his time preparing for meetings and drafting and delivering financial plans of action. In 2018, Dan obtained his Certified Financial Planning designation to further his industry knowledge and better serve his clients.
Before joining the Affiance team, Dan worked for Deloitte Consulting as a Project Controller Analyst in charge of tracking data on multiple projects. Dan graduated from the University of Kansas, where he majored in psychology and finance.
Get to know Dan—
- He recently bought his first home in St. Louis Park.
- He stays active playing golf and softball and enjoys traveling as much as he can.
- He is an avid Kansas basketball fan!