On October 1, 2022, Pittenger & Anderson named Dan Frost as a new principal of the firm. Dan holds the Chartered Financial Analyst (CFA) designation and is a Certified Financial Planner (CFP) professional with over 23 years of investment management and financial planning experience. Dan joined P&A in 2021 and his primary responsibilities are working directly with new and existing clients on their financial planning and investment management needs and helping lead the firm’s investment research and portfolio management functions. To contact and/or congratulate Dan, you can reach him at 402-328-8800 or firstname.lastname@example.org.
Since 1995, Pittenger & Anderson has guided individuals and families going through money-in-motion events, such as retirement, a business sale, an inheritance, or seeking a new advisor. P&A is a fee-only Registered Investment Advisor and a full-time fiduciary providing investment management and financial planning to over 800 clients in more than 30 U.S. states. As of October 2022, P&A manages over $2 billion in client assets.
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Pittenger & Anderson, Inc. does not provide tax, legal, or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any transaction. Additionally, the information presented here is not intended to be a recommendation to buy or sell any specific security. To learn more about our firm and investment approach, check out our Form ADV.
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