Jeffrey E. Daniher, CFP®, AEP®,CTFA, CLU

Jeffrey E. Daniher, CFP®, AEP®,CTFA, CLU

Financial Advisor


Co-Founder of Ritter Daniher Financial Advisory, LLC

Education & Accomplishments

B.A. in Economics (Cum Laude) from Grove City College, 1986
M.B.A. in Organizational Behavior from Case Western Reserve University, 1991
National Graduate Trust School, 1994
Certified Trust and Financial Advisor (CTFA), 1994
Certified Financial Planner (CFP®), 2000
Chartered Life Underwriter (CLU), 2003
NAPFA Registered Financial Advisor, 2003
Accredited Estate Planner (AEP®), 2009

Entered Financial Planning Industry, 1986
Speaker at Cincinnati Enquirer Financial Independence Day, 1999-2002
Speaker at NAPFA National Basic Training Conference, 2004, 2005 and 2006
Speaker at TD Ameritrade National Conference, 2006, 2007, 2009
Speaker at NAPFA National Conference, 2006, 2007, 2022
Faculty Member of the NAPFA University School of Estate Planning, 2007-Present
Past President of the Financial Planning Association of Greater Cincinnati
Past President of the Estate Planning Council of Northern Kentucky
Co-Chair of 2008 NAPFA National Conference in Long Beach, CA
NAPFA Compensation Committee, 2015-present

Volunteer Positions

Board Member of WAVE Foundation at The Newport Aquarium
Board Member of Pro Seniors, LLC
Board Member of Cincinnati Numismatic Association
Committee Member of the Certified Financial Planner Board of Standards Resource Commission

 

Personal Information

Loves to discover and explore interesting, out of the way places, museums and experiences
Nature and animal lover
Historical stuff collector but now with a focus on moving it to the next caretaker
Husband to Nanci, and father of three grown kids
Current pet menagerie at home includes Luigi and Zoe (dogs) and Shelly (cat who thinks it is a dog) and Kevin (crab)


My Story

I have been in this business for a long time. With 30+ years of working side by side with clients during good markets and bad, this experience has allowed me to keep perspective during difficult times, and to assist others by keeping focus on what matters. "With Grey Hair Comes Grey Matter" is one saying; I like to look at it that being around for a bit gives one familiarity with the complications of life. Plans are just that and need to be flexed and modified based on what life throws at you.

Now in my later 50's, I realize that it is not just having the tools in a toolbox, but knowing how and when to use them, that matters. What is important to you? Where do you want to go? What fears do you have and what do you want to pass along to your loved ones? How do you want to make a difference? Questions like these are important ones. I would love to have a conversation with you about what matters and how we may be able to help you get where you want to go.

What do I do for fun? Well, it seems that collecting stuff has pretty much always been a part of my blood. I started with numismatics in my teens and have also enjoyed building a small wine cellar and bourbon bunker. Basically, I am fascinated by history and the stories that objects can spark. What something represents and what time period it is from tells tales that connect us. In addition to the stories, I also enjoy helping people understand the different ways that their "stuff" can be passed along to others. This may take the form of gifts to family or finding the best way to liquidate a collection. Things don't have to have significant monetary value to be important!