  Dan A
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Last Activity: 01-23-2018 07:44 PM
About Me
- About Dan A
- Gender
- Male
- City/Town
- Cincinnati
- State
- Ohio
- Occupation
- CPA, CFA, One man shop, Efficient tax planning for retirees
- Retirement Year
- 2035
- Interests
- Family, Fighting Irish, Reds, Bengals, Fishing, Golf
- Biography
- Started career as CPA for Big 5, 7 years in M&A for a large investment management firm identifying, acquiring, and structuring purchases of investment management firms, 5 years in management rotation and then management at a large life insurance company. Started my own RIA and insurance agency in 2012 from scratch. My wife is a tremendous success as a mother and business woman. Two young children. Early retirement date coincides with the youngest's college graduation. Fingers crossed.
