ABOUT DAN CUPRILL, CFP®
A leader in the financial service industry, Dan is a prolific writer and communicator. He’s been featured in The Wall Street Journal, Investors Business Daily, USA Today, and The Cincinnati Enquirer.
Committed to the art of holistic planning, Dan emphasized the need to view personal finance similar to achieving and maintaining good health. What works for one person can be fatal for another. It all begins with a thorough and detailed analysis of one’s current strategy and must address all areas.
Known for his polite candor, Dan refuses to engage his clients in speculative strategies like stock picking, market timing, and crypto-currency. His practice is best suited for those who seek an advocate in all areas financial.