Daniel Applegate, CFP®, is an experienced financial planner currently working at Creative Planning since March 2022, following the acquisition of Keystone Wealth Partners, LLC, where Daniel held the same title from August 2021 to March 2022. Prior to that, Daniel served as a financial planning intern at Wisdom Index Advisors from June 2020 to July 2021. Daniel's early professional experience includes serving as an equipment manager at Liberty University from January 2018 to 2021. Daniel earned a Bachelor of Business Administration with a focus on Business Administration and Management from Liberty University, completing the degree in 2021, after graduating from Keller High School in 2017.
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