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MEMBER PROFILE

 

Daniel Conklin

Hunter Street Investment Advisors

 

Member profile details

Membership level
Triangle
First name
Daniel
Second name/initial
B
Last name
Conklin
Title
Investment Advisor
Company
Hunter Street Investment Advisors
XPX Chapter Email Lists
  • Triangle News & Events
 

CONTACT INFORMATION

City
Apex
State
North Carolina
 

PROFILE INFORMATION

Call me when
I am a collaborative Advisor to business owners, I am driven to reach them where they are by building personal relationships, understanding their goals and coaching them to better personal and financial outcomes.
Why I/we support XPX
I am an advisor to independent business owners, a CEPA and a constant student of my profession, seeking "like minded" peers for community and collaboration in providing better personal and financial outcomes for owners.
Profession
  • Wealth Manager
Functional Expertise
  • Culture
  • Family business
  • Fiduciary
  • Finance
  • Marketing
  • Operations
  • Retirement
  • Risk management
  • SEC
  • Tax
Client Industry(ies)
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Financial Services
  • Health/Pharma/Biotech
  • Media and Entertainment
  • Real Estate/Construction
Professional Certification(s)
AAMS CEPA
Transition Planning Certification or Methodology
CEPA
In Business Since
2015
How to contact
Dan Conklin, AAMS CEPA Investment Advisor Hunter Street Investment Advisors 56 Hunter Street Suite 210 Apex, NC 27502 M. 214.415.9632 Email: dconklin@hsiadvisors.net
LinkedIn profile link
http://linkedin.com/in/danielconklin
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