About Us

Daniel Schneider, CFP®

Wealth Advisor

Areas of Specialty:

  • Financial Planning
  • Equity Compensation & PST Strategy
  • Retirement Income Planning
  • Relationship Management
Daniel Schneider

“Investments are kind of a commodity these days. What is not a commodity is truly getting to know the client — and having them know me. You know my background, you know where I come from, you know you can trust me. That is the relationship I am building with every person I serve.”

Daniel Schneider came to wealth management with a mission: make sure every client understands exactly where they stand, what their plan looks like, and who is in their corner. As a Certified Financial Planner and member of HORAN Wealth's P&G Team, Daniel leads the team's strategic vision and helps Procter & Gamble professionals navigate their benefits and wealth by integrating PST allocation, company stock strategies, and equity compensation into cohesive, long-term financial plans. Daniel is committed to helping all his clients, P&G and non-P&G alike, to build and preserve generational wealth by aligning their values with long-term planning. He partners with other advisors and the HORAN Wealth team to make this a reality. His approach is genuinely relationship-first — he gets to know clients at a personal level, because real trust is built on knowing the person behind the portfolio. For Daniel, the most rewarding moment in his work is watching a client gain the confidence to make a life decision they have been working toward. That confidence is what he is in the business of building.

EDUCATION:

  • University of Cincinnati — Bachelor of Science in Finance
  • Certified Financial Planner™, CFP®