Investment Adviser Representative:
Acts as an Investment Adviser Representative through Commonwealth Financial Network®
Acts as an Investment Adviser Representative through Commonwealth Financial Network®
Registered Representative and Financial Advisor
Academic Designations and Additional Background
- Bachelor of Science in Business, Fisher College of Business at The Ohio State University
Dani joined Whetstone Financial, LLC, in November 2007 and holds FINRA Series 7 and 66 securities registrations and a State of Ohio Life, Health and Annuity license. Prior to joining the firm, Dani had three years of experience in the banking industry. In May 2018, she graduated from the Leadership Marion Program through the Marion Area Chamber of Commerce.
Being independent and without proprietary alliances, Dani focuses on developing financial plans tailored to the unique goals of each client whether it be an individual or a business. She enjoys helping others achieve their financial goals whether they are just starting on the path to retirement, looking to turn hard-earned retirement savings into income, or working with a business to implement the appropriate retirement plan.
Services Provided
- Investment advice and money management services (including fee-based accounts and privately managed portfolios)
- Strategic asset allocation
- Retirement plan funding per ERISA standards (including 401(k) individual account plans)
- Employee benefit plan design and consulting
- Personal financial planning and estate planning (including information gathering, defining objectives, analysis, plan design, and implementation)
- Retirement income planning