Daniel Kenny, CFP®, CPA FI-nancial Planner LLC

About Daniel Kenny, CFP®, CPA

I founded FI-nancial Planner LLC to offer independent fiduciary advice to clients pursuing financial independence. As a member of the financial independence community, I understand the value of quality fee only advice catering to the complex and “nontraditional” route we are taking to life.

Whether you want to retire early or just undergo a lifestyle change to pursue a lifestyle that you are more excited about than your job, I will be there with you on the journey. I will help you to enjoy the journey, but also be there to confirm you have the freedom to pursue the things that matter to you rather than just the paycheck. I know how it feels now and how it will feel because I have done them myself! I switched from pursuing FIRE to a fully funded lifestyle change when I founded FI-nancial Planner!

After graduating from University of Maryland, College Park, I worked in public accounting doing tax preparation and consulting for high net worth individuals, estates and trusts. I changed careers into financial planning in 2013, working mainly with clients pursuing a traditional retirement path, including attorneys, physicians, executives and families with wealth.

I am a CFP® and CPA. Given my background, I specialize in tax planning, retirement planning and frugality! I love technical topics and look forward to working with you to help you achieve your goals.

Contact this advisor

Ideal Clients

  • FIRE (Financial Independence Retire Early)
  • Gen Y/Millennials
  • Non-Traditional Life Path
  • Tax Planning

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Model:

  • Monthly Fee: $1,000 initial fee, then $450+/mo
  • Assets Under Management: 0.50%

SEC Records:

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