Dan Kaibel, CFP, CEPA
Professional ExitMap Planner / Featured
President/Financial Advisor, Purpose Financial Planning LLC ➤
Dan Kaibel, the founder of Purpose Financial Planning LLC, has enjoyed serving clients in the financial services industry for over thirty years. He has served them in several roles including as a mortgage broker (including co-owning a company) and has most recently been responsible for overseeing over $300 million as Chief Investment Strategist for a large RIA firm. Purpose Financial Planning LLC (Purpose) was started to provide clients with objective and well thought out affordable financial advice.
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- Listing ID: 7331
- Professional Class: Exit Planner, Financial Planner