Daniel L. Kramer, CPA, CFP® is the Managing Director of Kramer Financial Group. Dan began working in financial services as a Certified Public Accountant in 1984 at Ernst & Whinney (predecessor to Ernst & Young). Prior to starting Kramer Financial Group in 1996, Dan was a Controller and/or Chief Financial Officer for several different companies. Dan is a member of the AICPA and the Financial Planning Association and a former member of the Estate Planning Council of New York City. He holds the professional designations of CERTIFIED FINANCIAL PLANNER™, Certified Public Accountant (CPA), Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU). Dan is a frequent speaker for groups and organizations on topics ranging from investment management to tax and estate planning, and is the author of The Habits of Highly Satisfied Investors. Kramer Financial Group is an independent fee-based financial planning firm. Our mission is to help clients protect, grow, and enjoy their assets.
