Certified Financial Planner™
502.429.0196 | email@example.com |
Daniel Aroh is a Louisville native. He grew up in Anchorage and attended Christian Academy of Louisville then, Western Kentucky University.
Daniel graduated from the oldest financial planning program in the country at WKU and passed his CFP board exam to become a Certified Financial Planner.
He was introduced to Money Concepts by The Bluegrass Region’s founder, Dan Greenwell, another proud WKU alumnus. Their relationship led Daniel to join Creative Capital Group directly after graduation in 2018. Creative Capital Group is one of the largest and most successful Money Concepts practices in the country.
Daniel is continuing to grow and leverage his education to help the team. His school experience and use of technology has made him an integral part of the team, and he continues to grow his own client base, while also taking a lead role with many of the team’s existing clients. Daniel collaborated to help create the team’s proprietary “Pathfinder Process.” Daniel passionately believes everyone needs a personalized financial plan. Through his dedication, Daniel is bringing the next generation of planners into the practice.
Daniel and his wife Sarah live in Louisville and are committed to being with the practice and in Louisville for many years to come.