Dan Latham | ENGAGE 2020

Dan Latham

Account Manager, PIEtech,Inc.,creator of MoneyGuidePro
Powhatan, VA

Daniel Latham, CFP® l Account Manager, MoneyGuide, Inc. With over 16 years of experience in financial planning, Daniel Latham brings meaningful industry knowledge to MoneyGuide, Inc., the creators of the industry leading financial planning software. Dan has earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) designation and also brings to MoneyGuide a background in banking, financial planning, and fintech software, creating a valuable resource to advisors and firms looking to create a client centered financial planning practice. Prior to joining PIEtech, Daniel spent over ten years as a financial planner with two local community banks in Richmond, VA. Daniel graduated from Hampden-Sydney College and currently resides in Richmond, Virginia with wife and children.