Daniel J. Esquirell, MBA, CFP®, CPA, CKA®
Senior Financial Planner, Director of Financial Planning & Investment AdvisoryMember of Board of Directors
Years employed with APS: 14
Year received CFP® certification: 1999
Daniel J. Esquirell is a Senior Financial Planner, and Director of Financial Planning & Investment Advisory, of Asset Planning Services, Ltd. Mr. Esquirell began his career in 1988 working three years in public accounting followed by eight years as a professor of finance and accounting. He began working with individual clients in the wealth management industry in 1999. Dan is responsible for developing and presenting financial plans to individual clients as well as overseeing client investment portfolios.
He graduated with honors from Bob Jones University with a Bachelor of Science degree in Accounting. Dan also graduated with honors from Clemson University with a Master of Business Administration degree with a concentration in finance. He received the CERTIFIED PUBLIC ACCOUNTANT designation in 1991, and the CERTIFIED FINANCIAL PLANNER® designation in 1999 from the Certified Financial Planner Board of Standards. He is currently a member of the FPA and he adheres to the Code of Ethics and Professional Standards of Practice set by the CFP Board of Standards.