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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

Highlights

Sep 16 · linkedin

Have you been trying to figure out what to do with your Stryker RSUs? This post gives an overview of Restricted Stock Units and some options for what to do with them: http://ow.ly/1vgB50GazEx

#stryker #ctockcompensation #financialplanning

Jul 13 · linkedin

Thanks to WoodTV for highlighting the work that Kalamazoo Loaves and Fishes is doing in our community!

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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