Patrick Daniels (CFP®)
Patrick Daniels focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- Medical Professionals
- Retirement Planning & Distribution Rules
- Tax Planning
- Cash Flow/Budgets/Credit Issues
- Medical Professionals
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Mid to late-career physicians and professionals.
Those nearing or entering retirement with concerns about sustaining retirement income.
Additional Information
My favorite subjects growing up were psychology and finance, so it’s no wonder I was drawn to a profession where I am able to combine the two. I've always been fascinated by how people’s behavior drove their financial decisions, which led me to study Business Administration at Ball State University.
After graduating -- in the midst of the financial crisis -- I worked as a bank teller and my love for personal finance grew. The open and honest conversations I had with everyday-people about their financial ups and downs solidified my passion for serving clients.
I have been using my skills as a CERTIFIED FINANCIAL PLANNER practitioner to help our clients build and preserve their wealth ever since.
As a fermenting enthusiast, motorcycle tinkerer, and hobby chef, I am always looking to expand my knowledge and skills.
NAPFA Start Date
December 19, 2016