Menu
Our Journey
We want all of our clients to achieve a level of financial security that gives them the freedom and choices to pursue their life goals
Welcome to Daniel Bohan Wealth Management, a practice that was established to work in harmony with you, your family and your business to help you make intelligent financial decisions that enhance your life and future. We are deeply invested in our client’s financial wellbeing and listen keenly to understand what matters most to you and your family. Our core aim is to create absolute clarity in all aspects of your financial planning and remove any uncertainty by making decisions based on proven global best practice. We believe in transparency and empowering our clients to achieve financial clarity together.
We project manage all facets of your financial planning world to ensure holistic best in class outcome. We construct wealth creation strategies for individuals, business owners & corporates. We assess risk management strategies as part of our services as well as implementing tax efficient wealth transfer & succession plans for clients and their estates. This ensures a peaceful and efficient transfer to the next generation is achieved.
Our company values are both the foundation of our business and the promises we make to you. It is based on these values that we believe in the power of educating you with the knowledge required to make optimum decisions while also being accountable to these decisions as things proceed. We are there to provide you with insight, to help you transition life’s events and ensure that you are prepared so we manage them over time successfully
What Our Clients Say
“I hired Daniel Bohan for his inspiring ethics and values along with his in-depth knowledge of financial planning. It was important to me to have a financial advisor I could trust, someone who was well versed and educated to the highest level in giving financial advice. I wanted a financial plan that allows me to invest smartly and most importantly tax efficiently. His independent thinking offers me solutions from all providers, not just one.
Daniel is invested in my financial life plan and I feel assured that he will always be there for me as an excellent advisor. I would highly recommend Daniel Bohan’s services. He is very professional with a great work ethic and is highly knowledgeable of the financial sector”.
Olivia Buckley
“Daniel is a hugely knowledgeable and competent advisor. The breadth of choices he has given me in relation to optimising my retirement has been so helpful. He has provided me with peace of mind as I know my finances are being well looked after and are totally tailored to my needs. I would strongly recommend his services to other company owners”.
Bernie Coyne
MD Coyne Research
“We engaged with Daniel initially based on a personal recommendation from a trusted advisor of ours. We found him to be very approachable and knowledgeable as well as someone who could decode the financial jargon, while steering us in the right direction in terms of our overall strategy. He was able to provide us with a very comprehensive overview of our retirement strategy and all of our options were covered in a clear and accessible way. If we were to describe our experience to date, we would say Daniel is friendly, competent, knowledgeable and flexible. We would recommend his services without hesitation to anyone seeking clarity and strategic thinking in relation to financial planning”.
Dr. David Morrissey
Our Contract
We Will Be
FOCUSED – You and your interests are our single-minded goal.
PASSIONATE – We only give heartfelt advice based on know-how and diligence.
PREDICTABLE – When we make you a promise, we keep it.
IN-DEPTH – We don’t do superficial, we dig deep to fully understand.
DIRECT – Jargon-free, upfront, simple and visual.
About Us
‘I grew up in a home with minimal financial security or financial literacy so I am deeply aware of the importance of good financial decision-making and the enormously positive impact it can have in people’s lives regardless of their level of wealth or social background.
Daniel Bohan
Presidential Education Award CFP 2019 interview Institute of Banking
Daniel holds the prestigious CFP® designation, having completed the internationally recognised CERTIFIED FINANCIAL PLANNER™ (CFP®) programme at University College Dublin’s School of Finance. On completion of the programme, he was awarded the prestigious Gold Medal in recognition of achieving the highest results in Ireland. Click here to see the full interview. He is also a Qualified Financial Advisor (QFA), Specialist Investment Advisor (SIA), Retirement Planning Advisor (RPA), and holds a Diploma in Wealth Management from University College Dublin and an MSc. in Risk Management & Insurance from University of Limerick.
Daniel has been a Financial Advisor & Planner for 15 years, guiding his clients on a multitude of financial issues and concepts tailored to their individual circumstances. He is an expert in strategic financial planning, wealth extraction concepts, investment portfolio design as well as tax efficient wealth transfer strategies for company owners. He is passionate about improving his client’s financial outcomes and continuously researches ‘best in class’ financial concepts, products and services to ensure that his clients get cutting-edge expert advice. He ensures that every client has a strong foundation in financial concepts in order to make informed educated decisions that lead to superior financial outcomes. He is based in Kerry, married to Sinead and has a beautiful son called Sonny and daughter Nicole. His background in GAA locally and as a member of the senior Kerry Football Team from 2007 to 2012 has informed his philosophy on financial planning:
‘I believe that providing financial expertise is a lot like playing sport. The necessity of a strong work ethic as well as the need to continuously learn and improve is always foremost. You have to give all you have in order achieve at the highest levels for your clients’.
To connect with Daniel please call
0667106204 / 087-7447345 or email daniel@dbwealth.ie
Catriona Galvin brings a wealth of experience and expertise to her role as a Client Services Executive within Daniel Bohan Wealth Management. With a solid foundation in the insurance industry and a background in Human Resources with Kerry Group, Catriona possesses a unique blend of skills that make her an invaluable asset to our team.
Throughout her career, Catriona has demonstrated a strong commitment to delivering exceptional client service and fostering positive relationships. Her ability to understand the needs of clients and provide tailored solutions has earned her a reputation for reliability and professionalism. She has a keen understanding of what it takes to build and maintain strong client relationships and her comprehensive services background enhances the overall customer experience from an operations perspective. As a former HR executive for Kerry Group for over 8 years, Catriona also brings a unique perspective to her role, with a keen understanding of the importance of effective communication, teamwork, and leadership. She is known for her strategic thinking, problem-solving abilities, and her dedication to driving results. She has also held previous roles in the Financial Services world having worked with advisory firms in both Cork & Kerry in the past. She has a degree in Marketing & Business and in more recent years, also qualified as a Digital Marketing Specialist with the UCD Professional Academy.
To connect with Catriona please call
0667106204 or email catriona@dbwealth.ie
FORWARD VISION PLANNING LTD T/A DANIEL BOHAN WEALTH MANAGEMENT IS REGULATED BY THE CENTRAL BANK OF IRELAND. CRO NO. 662719
REGISTERED ADDRESS: 21 HUNTERS WOOD, BALLYSEEDY, TRALEE, CO. KERRY