Dan Mauck, CFP®
Senior Financial Planner at Lee Financial- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
United States, US
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Credentials
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CERTIFIED FINANCIAL PLANNER™ Professional
CFP BoardJan, 2000- Nov, 2024
Experience
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Lee Financial
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United States
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Financial Services
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1 - 100 Employee
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Senior Financial Planner
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Nov 2022 - Present
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Member - FPA-DFW Scholarship Committee
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Jan 2015 - Present
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Chairman 2014
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Jan 2014 - Dec 2014
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President 2013
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Jan 2013 - Dec 2013
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President-Elect 2012
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Jan 2012 - Dec 2012
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Treasurer 2010-2011
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Jan 2010 - Dec 2011
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Founder, Chairman - FPA-DFW Scholarship Committee
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Jan 2003 - Dec 2009
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Clintsman Financial Planning
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United States
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Financial Services
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1 - 100 Employee
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Senior Financial Advisor
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Feb 2004 - May 2021
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Founder, President (2011-12), & Board Member
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Sep 2011 - Aug 2017
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KPMG US
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United States
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Financial Services
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700 & Above Employee
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Senior Associate
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May 2002 - Feb 2004
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Arthur Andersen LLP
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Dallas, TX
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Senior Associate
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Jan 1997 - May 2002
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Asset Management Advisors
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Houston, TX
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Associate
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Apr 1995 - Apr 1996
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Evensky Brown & Katz
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Coral Gables, FL
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Intern
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Jun 1994 - Jul 1994
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Education
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1993 - 1994
Texas Tech University
BS, Family Financial Planning -
1989 - 1993
Texas Tech University
BS, Agricultural Economics
Community
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