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Financial Planners

Daniel Stokes

AFC®, CFP®

Financial Planning Associate

Daniel Stokes

AFC®, CFP®

Financial Planning Associate

Biography

In 2016, Daniel came to Plancorp after graduating cum laude from the University of Missouri. During his time at the university, he worked as a bank teller at Commerce Bank, interned at Veterans United Home Loans and served as the Student President of the Office for Financial Success.

An Eagle Scout and Marine Corps veteran, Daniel has an innate desire to help others. After watching family and friends struggle with financial decisions, he knew he wanted to pursue a role in which he could help them lead financially stress-free lives. Four years of active duty in the Marine Corps strengthened this commitment. As a Sergeant, Daniel helped his Marines work through a variety of issues, many of them financial.

On the weekends, Daniel can be found hitting the trails on his mountain bike, grilling by the pool or cheering on the Kansas City Chiefs. He also enjoys catching up on his favorite shows: Game of Thrones, Silicon Valley and—he admits—The Bachelor.

Education
  • University of Missouri Personal Financial Planning Program

Insights

What's Your Relationship Status with Money?

Single, committed or complicated, we're all in relationships with our money. And what better time to evaluate the status of that relationship than Valentine’s Day?

Like in romantic relationships, the hallmarks of a good relationship with your finances include emotional maturity, commitment and trust. Consider the signs of a healthy relationship below. How does the future look for you and your money?

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We Opened a New Office in San Jose

On behalf of Plancorp, I am thrilled to announce that we have opened a new office in San Jose, California. This is an exciting development for us and helps us better serve current and future clients in the San Francisco Bay area. Our San Jose office will be located in the same building as, BrightPlan, which we believe will continue to foster synergies between our teams.

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