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Daniel Beale Roe

Daniel Beale Roe, American financial planner. Certified Financial Planner; registered investment advisor. Board trustees Heritage Green, Loveland, Ohio, since 1993. Member National Association of Personal Finance Advisors, International Association for Finance Planning (vice president board directors 1994, president board directors 1995-1996), Institute of Certified Finance Planners, Phi Delta Theta (board trustees).

Background

  • Roe, Daniel Beale was born on March 30, 1965 in Los Angeles, California, United States. Son of Jerrold Melvin Roe and Marilyn R. (Matacia) Benstead.

  • Education

    • Bachelor of Science, Miami University, 1987.

    Career

    • Financial planner Singapore Donahue & Company, Inc., Cincinnati, 1987-1990. Business consultant Mutual of Omaha Finance Services, 1990-1992. Finance planner, president Return On Equity Finance Planning and Investment Advisory Inc., 1992-1996.

      Vice president Budros & Ruhlin, Inc., Columbus, Ohio, since 1996.

    Major achievements

    • Certified Financial Planner. Registered investment advisor.

    Politics

    Party affiliation: Republican

    Religion

    Denomination: Roman Catholic

    Membership

    Board trustees Heritage Green, Loveland, Ohio, since 1993. Member National Association of Personal Finance Advisors, International Association for Finance Planning (vice president board directors 1994, president board directors 1995-1996), Institute of Certified Finance Planners, Phi Delta Theta (board trustees).

    Personality

    Interests

    Golf, skiing.

    Connections

    • Married Robin Susan Retterer, September 3, 1988. Children: Connor F., Caroline T.
    • father: Jerrold Melvin Roe Benstead
    • mother: Marilyn R. (Matacia) Benstead
    • spouse: Robin Susan Retterer
    • children: Connor F. Roe
    • Caroline T. Roe
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    Born March 30, 1965
    (age 52)
    Nationality
    • 1987
      Miami University
    • 1987 - 1990
      Finance planner Singapore Donahue & Company
      Cincinnati, Ohio, United States
    • 1990 - 1992
      business consultant, Mutual of Omaha Finance Services
    • 1996
      vice president, Budros & Ruhlin
      Columbus, Ohio, United States