Dan Haines
CFP®, CFA®
SummitView Advisors
Co-Founder & Advisor
Dan Haines
CFP®, CFA®
SummitView Advisors
Co-Founder & Advisor
As a fee-only financial planner, I help busy professionals and business owners make the most of their finances. - Dan Haines, CFP®, CFA®
Fee-Only financial planner located in Kalamazoo, MI, serving clients locally and across the country
Dan Haines is a Kalamazoo, MI fee-only financial planner. SummitView Advisors provides comprehensive financial planning, investment management, and business planning to help busy professionals and business owners organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Dan Haines is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Dan Haines co-founded SummitView Advisors with a mission to help busy professionals and business owners make the most of their finances. Dan knows from personal experience how the demands of work and family life leave little time to spend on making key financial decisions. By partnering with his clients, Dan helps them identify their goals and, through the financial planning process, decide on the best steps to take toward achieving them. This allows clients to free up their time and energy to spend elsewhere. Dan loves to dig into the weeds of complex planning strategies, while keeping the focus on the big picture.
Prior to co-founding SummitView Advisors, Dan worked for two multi-billion-dollar advisory firms where he focused on building tailored portfolios for clients. After working at the larger organizations, he wanted to start a firm where he could give a more personalized experience and specialize in who he worked with. Dan is a CFA® charterholder and a CERTIFIED FINANCIAL PLANNER™ practitioner. He holds a BA from Calvin College and a MBA from the University of Notre Dame. Dan also teaches an investment class at Western Michigan University.
Dan serves on the boards of Kalamazoo Loaves & Fishes and the CFA Society of West Michigan. Dan grew up in Grand Rapids and now lives in Kalamazoo. He works with clients throughout Michigan and virtually across the US.
When he isn’t working with clients, Dan and his wife, Claire, spend most of their time chasing around after their two young daughters. They also enjoy hiking along the lakeshore, playing a quick nine holes, and trying to find the best Tex-Mex restaurant at whatever city they are in.
Dan Haines is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
SummitView Advisors provides finanical planning and investment management services to help you arrive at the life you want.
SummitView Advisors is an independent, fee-only wealth management firm that provides financial planning and investment management services for individuals and families. Our clients are focused on the decision making process and their investment management needs as retirement, job change or the sale of a business approaches. We act as fiduciaries for our clients, meaning we are obligated to put their best interests first. As a fee-only advisory firm, we do not receive any commissions or kickbacks and are only compensated through the fee paid to us by our clients. We believe this approach aligns us best with our clients.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Tax Planning
- Stock Options, RSUs, Concentrated Stock
- Investment Management
Ideal Clients
- Business Owners and Executives
- Professionals with Stock Compensation
- Growing Families
- Retirees and Near Retirees
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Dan Haines is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Dan Haines is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Dan Haines is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Dan Haines is a CFA® charterholder
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
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Dan Haines is a Member of the CFA Institute
The CFA Institute is a global, not-for-profit organization comprising the world’s largest association of investment professionals. With more than 170,000 members and 150 regional societies around the world, the organization is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry.
Contact Dan Haines
Office Locations:
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7950 Moorsbridge Rd
Suite 202
Portage, MI 49024 -
250 Monroe Ave NW
Suite 400
Grand Rapids, MI 49503
