Dan A

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.

Family, Fighting Irish, Reds, Bengals, Fishing, Golf
Location
Cincinnati
Gender
Male
State
Ohio
Occupation
CPA, CFA, One man shop, Efficient tax planning for retirees
Retirement Year
2035
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