Meet Daniel Richter, CPA, CFP®
A CPA and CERTIFIED FINANCIAL PLANNER™ professional focused on proactive, year-round tax and financial planning for W-2 families and business owners.
Your partner for calm, coordinated planning
Daniel combines deep tax expertise as a Certified Public Accountant with broad financial planning training as a CFP® professional. He has worked with W-2 families and business owners who want fewer surprises, better decisions, and a plan that actually fits their real life.
His approach is straightforward: explain the “why” behind each recommendation, prioritize what matters most, and avoid unnecessary complexity or product sales pressure.
Want to see if we’re a fit?
Schedule a discovery call to walk through your situation and see how CPA-led tax and financial planning could help.