Virtual, Back-Office Planner
Hi, I'm Benjamin Daniel, Virtual, Back-Office Planner with Outsourced Planning. I provide outsourced financial planning support to help planners across the country spend more time doing what they enjoy most.
I began working in financial services in 2007 for a large insurance company in an investment operations position. I was quickly tasked with helping build an investment program to support the northern Los Angeles region of advisors with meeting preparation, portfolio proposals, and strategy implementation.
After passing all three of the CFA® examinations and working in investment research, I began pursuing the CFP® designation in 2019. I now enjoy utilizing my planning and investment knowledge to build financial plans for the firms we serve.
I earned my bachelor’s degree in business from Miami University and studied at The Ohio State University Moritz College of Law. In my free time, I enjoy volunteering in the planning community as well as serving as a classroom volunteer for Junior Achievement®.
Throughout my career, I have always enjoyed working on a team to help financial planners create more efficient and effective practices. I would be happy to help you do the same.