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Daniel J. Roundtree, CFP®

Daniel J. Roundtree, CFP®


Daniel J. Roundtree is a CERTIFIED FINANCIAL PLANNER™ practitioner in Westlake Village, California.

With 32 years of experience in estate, investment, retirement, and business-succession planning, Dan is committed to providing creative and comprehensive financial planning services for business owners, executives, professionals, and retirees. He is a highly-regarded speaker at wealth-preservation seminars and industry meetings, the former producer and host of Financial Fitness Update, a weekly cable television program, and served as the Midday News Business Commentator for KEYT TV, an ABC affiliate in Santa Barbara. Currently, he is serving as a Planning Commissioner for the City of Thousand Oaks.

Educational Background:

Bachelor of Arts Degree, UCLA, 1982

CERTIFIED FINANCIAL PLANNER™ certification program, Cal Lutheran University, 1989