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Daniel Mayer, Financial Advisor

FINANCIAL ADVISOR
Daniel Mayer

CFP®
7500 College Blvd Ste 710, Overland Park, KS 66210opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Military Professionals & Veterans
  • Divorce Finances
  • College Savings

About Daniel

As a business owner or individual investor, you know the importance of developing a strategy and seeing it through. We understand that your financial needs can be complex and specialized. That’s why providing specific financial strategies for you is a process we take seriously. Working closely with you and your CPA and attorney, we can help determine the most appropriate financial strategy.

Growing up in Kansas City, I've been interested in finance since I was a kid. I learned the value of a dollar by mowing lawns, raking leaves and shoveling snow. I also remember my grandma giving me pennies after...

Work History

  • Edward JonesJanuary 2017 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Columbia UniversityMaster of Business Admin
  • Univ of Michigan-Ann ArborBachelor of Business Admin

Personal Interests

  • Spending Time with Family
  • Active Lifestyle
  • Camping
  • Art & Theater
  • Rowing

Team Members

  • Kristi Young
    Registered Branch Associate
    FPQP®
  • Rena Garcia
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Phone

(913) 469-0290

Fax

(877) 771-5372

Office Address

7500 College Blvd Ste 710
Overland Park, KS 66210opens in a new window

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