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     Benjamin E. Daniel, CFP®

     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.

I obtained the CFP® certification in 2024 and I have passed all three of the CFA® examinations. I 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.