Daniel Amiot (AIFA, CFP)

Daniel Amiot focuses in the
following client markets or areas of practice:

  • Business Owners
  • College/Education Planning
  • Generation X
  • Middle Income Client Needs
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional providing fiduciary guidance to families and individuals.

As an Accredited Investment Fiduciary Analyst™, I consult small employers who maintain retirement plans in fiduciary best practices, prudent investment process, plan design, and participant education.

Additional Information

I believe living life with purpose and meaning brings fulfillment, higher self-esteem, and simple joy - not only for you but for those around you. My calling, I believe, is to support and guide others in pursuit of their purpose along the stages of life. I consider myself blessed to do this professionally through personal financial planning and prudent investment management.

While not in the office or visiting clients, I love spending time with my wife and our four active and wonderful children. My family and I are heavily involved in the local Scouting community. 

NAPFA Start Date

March 05, 2019


This Office

5005 Rockside Rd Ste 215 Independence, OH 44131-6808 Phone: (800) 345-4783