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.

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • FIRE (Financial Independence Retire Early)
  • Gen Y/Millennials
  • Tax Planning
  • Young Families

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Model:

  • Monthly Fee: $700+/mo
  • Assets Under Management: 0.50%

SEC Records:

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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