 Daniel B. Roe, CFP®
Dan Roe is a principal with Budros, Ruhlin & Roe, Inc. and serves as its Chief Investment Officer.
Accomplishments
- Named one of “100 Great Financial Planners” by Mutual Funds magazine
- Featured on the widely followed website, TheStreet.com
- Profiled in Morningstar Advisor magazine
- Featured on Moneyshow.com
- Contributing columnist for the “Planning Your Financial Future” edition of Columbus CEO magazine
- Author of Market Outlook
Credentials
- CERTIFIED FINANCIAL PLANNER™ certificant
- B.S. degree from Miami University, Oxford, OH
Professional Affiliations
- Member of the Financial Planning Association (FPA)
- Member of the National Association of Personal Financial Advisors (NAPFA)
- Past president of local IAFP (now FPA) chapter
Community and Philanthropic Involvement
- Trustee of the Phi Delta Theta Walter B. Palmer Foundation
- Member of the Professional Advisory Board of The Salvation Army of Columbus
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc.
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