Dan Kambeitz, CFP®

Managing Director, Wealth Advisor

Dan Kambeitz is Managing Director, Wealth Advisor in our Scottsdale office. Dan is responsible for providing customized and comprehensive financial solutions to ultra-high-net-worth clients and their families. Dan has developed a keen understanding of the dynamics of managing multi-generational wealth and working with multiple family members. He credits his work across the firm from intern to advisor in building a strong foundation of understanding. Today, Dan advises clients nationally.

Dan has a desire to understand the ’why’, so after taking his first investments class in college, it became clear that he would pursue a career in finance, given its complex and dynamic nature. This curiosity paired with his ability to genuinely connect with people, allows Dan to understand client goals and deliver on them. Dan’s appreciation for comprehensive financial planning led him to obtain his Certified Financial Planner (CFP®) designation in 2019.

Dan earned a bachelor’s degree in finance from the University of St. Thomas. A native of Minnesota, Dan and his wife Lacie moved to Scottsdale, Arizona in 2022.

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