Daniel enjoys serving his clients and helping them attain financial independence. He is President of Client Centered Financial.
He holds CPA* and Personal Financial Specialist certifications awarded by the American Institute of CPAs. This is a powerful combination of extensive tax expertise and comprehensive knowledge of financial planning. Prior to Client Centered Financial he worked in accounting, finance, analysis and management in several industries.
Daniel Streeter is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and is licensed to sell investment products in: Vermont, Minnesota, Indiana, Massachusetts, New York, New Jersey, Pennsylvania, Virginia and Kansas. He is licensed to sell insurance in: Vermont, Indiana, Minnesota, Connecticut, New Hampshire, Arizona, Massachusetts, Missouri, Virginia, Texas and New Jersey. *Tax advice and accounting services are offered independently of Equity Services, Inc.
Daniel is the youngest of a large Midwest farm family. He served five years in the U.S. Air Force and earned degrees from the Community College of the Air Force, Pierce College and the University of Minnesota.
Vermont has been his home since 2002 where he lives with his two sons. He is a mentor, and an avid outdoors and wilderness enthusiast. He enjoys spending time with his dogs and savoring all aspects of life.