KANSAS CITY, Mo.—June 13, 2022—Prosperity Planning, Inc., announced today that InvestmentNews has recognized firm Partner and Wealth Manager Dan Reiter, CFP®, CPA, as a 40 Under 40 honoree for 2022.
Reiter was chosen from a pool of more than 600 nominees by a panel of reporters, editors, and other representatives of InvestmentNews, earning a spot on the final list of 40 talented individuals.
“What an honor to be part of 40 Under 40 and part of this inspiring group of young professionals,” Reiter said. “I became a financial advisor because I wanted to bridge the gap between what people know about finances and what it really takes to be financially successful. This recognition from InvestmentNews shows what can happen when we follow our passion.”
InvestmentNews’ 40 Under 40 project strives to award the young talent that is rarely recognized in the financial advice industry. By rewarding these honorees, InvestmentNews hopes to spotlight the industry’s promising future.
“The 40 individuals selected as the future of our business are a perfect example of the life and vitality of this industry,” says Paul Curcio, Editor in Chief. “InvestmentNews is proud to profile these rising stars and shine a light on their impressive accomplishments at such an early stage of their careers. This year’s class is no exception. It wasn’t easy to narrow the field down to just 40 honorees, but we believe these are the very best of the best the industry has to offer.”
Reiter, along with the others making the ninth annual 40 under 40 list, is highlighted in the June 6, 2022, issue of InvestmentNews and online at investmentnews.com.
“We’re proud of Dan for this achievement. It is so well-deserved,” said Cindy Richey, CFP®, CDFA®, president of Prosperity Planning, a fee-only Registered Investment Advisor in Kansas City, Mo. “Dan provides very sophisticated financial, tax, investment, and business planning strategies for our clients. And he has no problem breaking down these strategies into easily graspable concepts so our clients can make informed decisions about their future.”
To learn more about Reiter, the other 2022 winners, awards, and the event to honor them, please visit https://40under40inadvice.com/. Reiter’s write-up can be found at https://40under40inadvice.com/winners/dan-reiter/.
Bonhill Group PLC’s InvestmentNews (IN) is the most trusted resource for financial advisers. InvestmentNews connects buyers and sellers who are decision-makers in the financial services industry and influence more than $23 trillion in AUM through multiple media channels, including online destinations, magazines, events, research, and data. Learn more about the 40 under 40 award selection criteria and InvestmentNews at www.investmentnews.com/awards-and-recognition/40-under-40-2.com.
Prosperity Planning, Inc., is a fee-only wealth management firm in the northland of Kansas City, Missouri, helping clients transform success into prosperity. With designations that include the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Public Accountant (CPA) certifications, the Prosperity Planning team provides comprehensive financial planning, tax planning, and investment management to pre-retirees, business owners and entrepreneurs, divorcees, and high-income women. Learn more at prosperityplanninginc.com.
Dan Reiter, CFP®, CPA
Partner and Wealth Manager
dan@prosperityplanninginc.com
Prosperity Planning
1805 NW Platte Road, Suite 100,
Kansas City, Missouri 64150
Phone: (816) 587-7526