Dan Kambeitz, CFP®

Client Advisor

Dan Kambeitz

Dan Kambeitz serves as a Client Advisor, responsible for providing customized and comprehensive financial solutions to ultra-high-net-worth clients and their families. Prior to joining Cresset, Dan began his career at Meristem Family Wealth as an intern in June 2013 and was hired as an Associate in the Client Advisory Group in December of the same year. Dan has developed a keen understanding of the dynamics of managing multi-generational wealth and working with multiple family members. He credits his work across the firm from intern to advisor at Meristem in building a strong foundation of understanding. Today, Dan advises clients nationally and takes a specific focus on advising families in Arizona.

Dan has a desire to understand the ’why’, so after taking his first investments class in college, it became clear that he would pursue a career in finance, given its complex and dynamic nature. This curiosity paired with his ability to genuinely connect with people, allows Dan to understand client goals and deliver on them. Dan’s appreciation for comprehensive financial planning led him to obtain his Certified Financial Planner (CFP®) designation in 2019.

Dan earned a bachelor’s degree in finance from the University of St. Thomas.

EDUCATION

University of St. Thomas
BA, Finance (2013)

WORK EXPERIENCE

Meristem

Client Advisor, 2022
Senior Associate, 2019
Associate, 2013 – 2018
Intern, 2013