Daniel Latham, CFP

Focus
With respect to your financial goals, Dan believes that you are more likely to succeed with a plan.  Your investment plan is the bridge between what you have today and what you want for tomorrow.  It is his responsibility to provide objective, rational and experienced guidance that is in your best interests as you make choices in accordance with your personal preferences.  As your needs, wants and wishes can change over time, it is important that your plan is flexible enough to adjust to those changes, while remaining specific enough to be valuable.  This is best accomplished through an on-going relationship built on trust.

Background and experience
Beginning in 1993, Dan has provided investment advice and planning guidance to individuals, families and organizations.  He is a CERTIFIED FINANCIAL PLANNER^® practitioner.  This certification involves extensive study and requires that candidates pass an exam which demonstrates sufficient attainment of knowledge and competency.  As a CFP^® professional, Dan uses a holistic, personalized and comprehensive approach to advising his clients on all aspects of their financial life.  Additionally, he has committed to acting in the best interest of his clients.

Away from the office
Dan lives with his wife, Meghan, and their two sons in a suburb southwest of Cleveland, Ohio.  Driven by an ever-curious nature about living well, Dan spends his time pursuing activities to improve mental, emotional and physical health.  He has practiced meditation, Shao-Lin Kung-Fu, Qi Gong, Tai Chi, as well as being engaged in a regular physical fitness regimen.  For enjoyment and overall wellness, he and his family enjoy outdoor adventures and exploration, often with their beloved dogs, Luna and Surge.