Daniel Speer, CFP
Vice President

Charlotte, NC
Phone: 888-296-0721

Dan Speer has been a Vice President at Fisher Investments since 2006, and lives in Charlotte with his family.

He began his career at Merrill Lynch as a Financial Consultant specializing in advising high net-worth investors and retirees on how to maximize retirement benefits and manage their investment portfolios to generate growth and income in retirement.

Dan is also a Certified Financial Planner. His varied and deep knowledge across the financial services industry allows him to help investors understand the multitude of options currently available. He can also help you understand how professional money management compares to other options available, empowering you with the information necessary to find the best “fit” for your investment needs.

Please contact Dan for our latest Stock Market Outlook or other helpful investing guides (more information about these at the right). Simply complete the request form below and indicate the items of interest, and we will promptly email these to you at no cost.

To learn more about the Certified Financial Planner (CFP) designation and its requirements, please visit the CFP Board website.


Contact Form


Free Research & Guides

cover of fisher investments' 2015 q4 stock market outlook

Stock Market Outlook

A timely research report from the Investment Policy Committee with current views on where the stock market is headed.

cover image of the 15-minute retirement plan from fisher investments

The 15-Minute Retirement Plan

This guide addresses some key questions many face when planning for retirement.

cover image of the eight biggest mistakes investors make by fisher investments

The Eight Biggest Mistakes Investors Make

Learn about the eight biggest mistakes in the world of investing and how to avoid them.