Profiel
Mr. Wade K.
Daniel, CFA, is a Chief Executive Officer & Founder at Wealthquest Corp.
Mr. Daniel accumulated three years of service with the General Electric Company (GE).
He left GE to join Procter & Gamble (P&G), which afforded him the opportunity to develop his skills in engineering and corporate finance.
In 1996, he left P&G to focus his career on personal finance, eventually assuming the role of CEO of Wealthquest.
He earned his Bachelor of Science degree in Chemical Engineering from the University of Cincinnati in 1990.
He earned the right to use the Certified Financial Planner (CFP) mark in 1999.
He then spent the next three years earning the Chartered Financial Analyst (CFA) designation.
Actieve functies van Wade Keith Daniel
| Bedrijven | Functie | Begin |
|---|---|---|
Wealthquest Corp.
 Wealthquest Corp. Investment ManagersFinance Wealthquest Corp. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Wade Daniel and James Lenhoff in 2006. Wealthquest offers comprehensive financial planning and wealth management services to individuals, families, ERISA plans, charitable organizations, business entities, trusts and estates, etc. | Algemeen Directeur | 13-07-2006 |
Opleiding van Wade Keith Daniel
| University of Cincinnati (Ohio) | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
|---|---|
Wealthquest Corp.
Wealthquest Corp. Investment ManagersFinance Wealthquest Corp. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Wade Daniel and James Lenhoff in 2006. Wealthquest offers comprehensive financial planning and wealth management services to individuals, families, ERISA plans, charitable organizations, business entities, trusts and estates, etc. | Finance |
