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Daniel Beale Roe Edit Profile

financial planner

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

Finance planner, Singapore Donahue & Company, Inc., Cincinnati, 1987-1990; business consultant, Mutual of Omaha Finance Superior vena cava syndrome, Cincinnati, 1990-1992; finance planner, president, Return On Equity Finance Planning and Investment Advisory Inc., Cincinnati, 1992-1996; vice president, Budros & Ruhlin, Inc., Columbus, Ohio., since 1996.

Achievements

  • Certified Financial Planner. Registered investment advisor.

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 of the board directors 1995-1996), Institute of Certified Finance Planners, Phi Delta Theta (board of trustees).

Interests

  • Other Interests

    Avocations: 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:
Caroline T. Roe

Connor F. Roe