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
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.
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 email@example.com
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