Experience

Kramer Financial Group, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Wealth Advisor and Financial Planner

  • Mar 1996 - Present

  New York, New York, United States Beginning his career as a Certified Public Accountant in 1984 at Ernst & Whinney (predecessor to Ernst & Young), Dan has also been the Controller and/or Chief Financial Officer for several companies. Three months after moving into Manhattan, Dan’s apartment was destroyed in a fire. In the months it took to rebuild his life, Dan saw it as the perfect time to align his career with his passion for people and their financial life. In March 1996, Kramer Financial Group was formed. He is a… Show more Beginning his career as a Certified Public Accountant in 1984 at Ernst & Whinney (predecessor to Ernst & Young), Dan has also been the Controller and/or Chief Financial Officer for several companies. Three months after moving into Manhattan, Dan’s apartment was destroyed in a fire. In the months it took to rebuild his life, Dan saw it as the perfect time to align his career with his passion for people and their financial life. In March 1996, Kramer Financial Group was formed. He is a member of the AICPA and currently holds the professional designation of CERTIFIED FINANCIAL PLANNER™. Securities and Advisory Services offered through LPL Financial Member FINRA / SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Financial Planning offered through Kramer Financial Group, LLC, a Registered Investment Advisor and separate entity from LPL Financial. Show less