Dan Mathews

CFP Ambassador at CFP BOARD
On the record
Represented by:

Dan Mathews is Director of Financial Planning with Creative Planning, Inc. He works directly with clients to develop and implement a strategy to address their financial, investment, tax and estate planning needs.

Prior to joining Creative Planning, Dan worked as a Financial Planner for thirteen years at Stepp & Rothwell, Inc., a comprehensive financial planning firm, where he served high net worth clients. In 2013, Dan served as Media Director for the Financial Planning Association of Greater Kansas City. He has been quoted in several print media outlets, including the The Wall Street Journal and the Kansas City Star.

Recent Quotes
Sign up to view all
  • It really comes down to calculating the opportunity cost of doing one thing over another. Sometimes a balanced approach can be the best approach.

    14 April 2022
  • article
    14 April 2022
Sign up to view all