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.
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We provide objective financial leadership through our fee-only advisory model. We do not offer proprietary products and receive no commissions from the investments we recommend: our only source of revenue is advisory fees we receive for financial advice. Our objectivity is central to the effective service we provide our clients.