With over 20 years of financial services experience, Dan Snow focuses on developing efficient retirement planning strategies for Cincinnati Wealth Management Advisors' clients, including design and implementation of corporate retirement plans. He reviews the ever-changing dynamics of retirement planning for individuals and corporations and helps clients modify and update their strategies to get the most benefit from their plans.
Dan is a Certified Financial Planner™ Professional. He has taken the extra step to demonstrate his professionalism by submitting to the rigorous CFP certification process that includes demanding education, examination, experience and ethical requirements. He also holds the Accredited Wealth Management Advisor™ (AWMA™) and Chartered Retirement Plans Specialist™ (CRPS™) designations from the College for Financial Planning. Dan is a graduate of the University of Cincinnati, where he majored in finance and real estate.
Dan resides in Fairfield Township with his wife Sharon and daughters, Alexis and Madison. In his spare time, he enjoys attending his daughter's basketball and soccer games as well as the occasional round of golf.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.