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Daniel C. Francy

Planning Associate, Private Client Group

Daniel joined Clearstead in January 2022. As a Client Planning Associate in the Private Client Group, Daniel provides analytical support for tax, financial planning, and investment management services for Clearstead clients.

Prior to joining Clearstead, Daniel was an intern for an independent financial planning firm in Cleveland before becoming an intern for Clearstead in 2021. Daniel graduated from the Ohio State University’s Fisher College of Business with a BSBA, specializing in Finance.

Find Your Clarity

Clearstead is structured to put client's interests first through our fee-only advisory model. Clearstead is independent and believes this is central to providing objective advice to clients.