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Daniel Haines, CFP®, CFA

Helping business owners and busy professionals make the most of their finances

Dan Haines is a co-founder and advisor at SummitView Advisors, where he specializes in helping busy professionals and business owners manage their finances effectively. He holds several prestigious designations, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Master of Business Administration (MBA) .1

Haines has a background in finance and investment, which informs his advisory work at SummitView Advisors. His mission is to empower clients to make informed financial decisions that align with their personal and professional goals .1

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Daniel Haines, CFP®, CFA
Daniel Haines, CFP®, CFA, photo 1
Daniel Haines, CFP®, CFA, photo 2
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Location

Greater Kalamazoo Area