How Daniel got here
Daniel Bender discovered his passion for business and finance early on, finding a natural affinity for numbers. Daniel has received the designations of Personal Financial Specialist (PFS) by the American Institute of Certified Public Accountants and Certified Financial Planner (CFP®) by the Certified Financial Planning Board. These credentials require demonstrated expertise in personal financial planning activities and thorough examination covering risk management, investment, retirement, estate and personal income tax planning knowledge.
Daniel is also a proud recipient of Virginia Business magazine’s Super CPA recognition for his work in personal financial planning.
How Daniel can help you
With over 30 years of experience, Daniel has helped clients achieve peace of mind by ensuring that they are fully prepared for their financial future. He brings a depth of expertise in wealth management, tax planning and compliance for both businesses and individuals. He is adept at developing comprehensive tax advantaged plans for retirement through successful planning and implementation.
Focus Areas:
Individual and Business Tax, Consulting
Industry Area:
Healthcare
