Daniel M. Juechter, AIF® CFP® CWS® is Chief Executive Officer and Founder of Hunter Financial Advisors, Inc., a firm focused on providing a broad range of financial advisory services. Driven by the simple desire to help people and inspired by the creative potential that lies in the promise of an equation, Dan brings warmth and ingenuity to his practice. As evidenced by his dedication to crafting highly personalized outcomes for his clients, Dan seeks to find deeper meaning behind his work as a CERTIFIED FINANCIAL PLANNER™ professional. He believes sound advice must begin with a holistic approach, not only to spending patterns and investment strategies, but to a person’s unique perspective, goals, and values. The result of this methodology is reflected in his professional relationships, many of which began as referrals and continue from one generation to the next. Dan’s genuine interest in understanding his clients’ needs combined with a drive to harness the most dynamic and comprehensive financial planning techniques available, pushes his philosophy beyond the standards most people have come to expect. Using research, ongoing education, and an adaptive approach to the ever-changing landscape of our markets, behaviors, and policies, Dan offers his clients the expertise that only three decades in the financial services industry can provide.
Technically speaking, Dan received his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification from the College for Financial Planning in Denver, Colorado. As a CFP® professional, Dan is committed to the highest standard in personal financial advice. This certification represents an adherence to a professional code of ethics as well as continuing education and a stringent code of conduct and superior standards of practice. A CFP® professional shall at all times place the interest of their client ahead of his or her own.
In July, 2017 Dan obtained the Certified Wealth Strategist® (CWS®) designation administered by the Cannon Financial Institute which recognizes those individuals who have completed thorough studies of the issues surrounding effective wealth advising and comprehensively addressing clients’ wealth management needs.
Dan earned the Accredited Investment Fiduciary® (AIF®) designation from Fi360 in October 2017. The AIF® designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care.
Dan is a Series 6, 7 and 63 Registered Representative and a Series 24 General Securities Principal, in addition to being a licensed agent for life, health, disability and long term care insurance. He is an ongoing member of the Financial Services Institute (FSI), whose mission is to ensure access for financial advice, planning and services to all. Dan has been in practice in the greater New York Metropolitan area since 1987.
Dan served as a trustee on the board of the Nyack Hospital Foundation for over a decade and was active on its investment and golf committees. He was the founding president and is a trustee emeritus of the Foundation to Inspire Excellence in Nyack Schools, a non-profit local education foundation which to date, has donated over $400,000 to help fund science, technology, engineering and mathematics initiatives on a district-wide basis. Dan is also a former Nyack School Board trustee, having served two terms.
He is both an Investment Advisor Representative with Cetera Investment Advisers LLC as well as a Registered Representative with Cetera Advisors LLC, a full-service broker/dealer catering to independent financial planners nationwide.
Dan formerly served as Chairman of the First Allied Securities Representative Advisory Council (RAC), working alongside his peers in addressing, and providing solutions for, the many challenges and opportunities that affect the advisors in their firm and across the country.
When not working or volunteering, he enjoys spending time with his family… and occasionally plays a little golf.