Benjamin Daniel, CFP®
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About “The Advisor Project:”
I collect a lot of information on the industry (trends, designations, etc.) that, until I created this blog, had just sat in my note-taking software (OneNote). I thought posting the content might serve as an additional resource for other newcomers (whether young financial advisors or career-changers).
About Me:
I currently work as a Financial Planner for Outsourced Planning, where I create comprehensive financial plans for our advisor-clients. I obtained the CFP® designation (May 2024) after completing the educational requirements of the CFP® program through New York University’s financial planning certificate program.
I have also passed all three levels of the Chartered Financial Analyst® program, studied law at the Ohio State University Moritz College of Law, and earned my Bachelor of Science in Business Management from Miami University (Ohio). I am also a member of the Central Ohio Financial Planning Association.
Personal Background:
Outside of the office, I enjoy volunteering for Junior Achievement®, a program dedicated to helping young people learn about their communities and personal finance. I have also served as the Vice President of Public Relations for my local Toastmasters chapter. In my free time, I enjoy exercising, golfing, and following college football.