Daniel Lancaster, CFA, CFP®
Daniel Lancaster, CFA, CFP® is a Senior Wealth Advisor with ACM Wealth. Since beginning his career in financial planning and advising in 2012, Daniel has worked closely with clients across four countries: the United States, England, Scotland, and Wales. He holds a Bachelor of Science in Finance, the CERTIFIED FINANCIAL PLANNER® certification, and the Chartered Financial Analyst® designation.
For nine years he served clients in Northwest Arkansas with Ameriprise Financial, and later advised investors across the United Kingdom while working with Fisher Investments.
Daniel is passionate about helping clients achieve not only financial success but also a deeper sense of purpose and enjoyment in the wealth they’ve built. His expertise includes portfolio construction, risk management, and global market analysis. He combines the CFA® charter’s disciplined, research-driven approach to investments with the CFP® certification’s holistic perspective on financial planning to help clients navigate complex financial decisions.
As an avid traveler, Daniel has explored sixteen countries and once spent several months slow-traveling across Europe with his family. He lives near Frisco, Texas with his wife and two daughters. In his free time, he enjoys long-distance running, reading, music, and deep conversation.
