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Daniel Bonder

CFP®, JD*, MBA, Founding Partner

(216) 910-1888

Dan spent 19 years in banking, primarily in a management role. He then brought his financial experience and education to his comprehensive financial planning practice in 1994.

As an Attorney, MBA, and  CERTIFIED FINANCIAL PLANNER™ professional, Dan provides a cross-disciplinary approach to a wide range of financial issues focusing on the unique issues of physicians, attorneys , and closely held businesses.

These include, estate planning, charitable gift planning, business succession planning, retirement planning, portfolio management and asset protection issues.

*Licensed but not practicing law. Legal services are not offered through, or supervised by Lincoln Investment, Capital Analysts, or Beacon Financial Advisory.

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