Daniel Stoakes, CFP®, CLU®, ChFC®, CEP™
Senior Manager Client Strategies
CERTIFIED FINANCIAL PLANNER TM professional (CFP®)
Chartered Life Underwriter (CLU®)
Chartered Financial Consultant (ChFC®)
Certified Estate Planner (CEPTM)
Daniel utilizes a strong background in implementation and planning with a focus on pensions and defined benefit plans to support clients in aligning their strategies and actions.
Daniel developed a strong skill set working with clients, as a Financial planner prior to joining Flodder Financial Group. Daniel has earned a master’s degree in Business Analytics from the Cox School of Business at Southern Methodist University and holds Marketing, Finance, and Economics degrees from Northwood University.