TITLE: Partner
LOCATION: Fredericksburg

At a young age, Daniel Bender was fascinated by business and managing money, and working with numbers came naturally. The true objective behind his endeavors, however, is ensuring his clients have peace of mind by the fact that they are now wholly prepared for the future.

Daniel has received the designations of Personal Financial Specialist (PFS) by the American Institute of Certified Public Accountants and Certified Financial Planner (CFP®) by the Certified Financial Planning Board. To obtain these designations, one must demonstrate experience in personal financial planning activities and complete a comprehensive examination that tests risk management, investment, retirement, estate and personal income tax planning knowledge. It is this dedication along with his well-rounded knowledge that allows him to help his clients achieve positive outcomes as a result of successful planning. Daniel is a proud recipient of Virginia Business magazine’s Super CPA recognition for personal financial planning as well.

His dedication to serving doesn’t stop with his clients either. He is involved in the community, serving as treasurer for organizations such as the Central Rappahannock Heritage Center, 4-H and Fredericksburg Center for the Creative Arts. He is also a past member of the Stafford Rotary Club.

PROFESSIONAL ASSOCIATIONS:

EDUCATION:

INDUSTRIES:
Healthcare

SERVICES:
Tax: Business, Tax: Individual, Wealth Management
"I enjoy working with and helping others use planning strategies to achieve positive results. My main objective is ensuring clients have peace of mind by knowing they are wholly prepared for the future."

 

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