Jeffrey E. Daniher, CFP®, AEP®,CTFA, CLU
Shareholder of Ritter Daniher Financial Advisory, LLC
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
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
Loves to discover and explore interesting, out of the way places, museums and experiences
Avid foodie and enamored with America’s native spirit
Nature and animal lover
Husband to Nanci, and father to three grown kids
My hair started going grey in college. Somebody joked with me that “with grey hair comes grey matter.” I have held on to that saying. What I thought it meant then is different to what it means to me now. You don’t get smarter just by growing older. You can get more perspective, though, by going through all sorts of different situations and circumstances.
I have had the privilege of over 30 years of working side by side with clients during good markets and bad. This experience has allowed me to be able to help others by having familiarity with the complications of life.
Collecting has pretty much always been part of my blood. I love history and the stories that objects can spark. What is precious to one person may seem common to another. Yet the story behind why a thing is special connects us.
Now in my 50s, 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? These are the important questions. I would love to have a conversation with you about what matters to you!