Advisor at Balanced Life Planning
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About the Firm
Balance Life Planning was created to help mid-career individuals and families find balance between the financial and lifestyle needs of today, tomorrow, and legacy. Our approach combines the core tenets of financial planning:
Investment Strategy Tax Planning Cash Flow/ Retirement Planning Insurance Analysis Estate Planning
Furthermore, we offer planning catered to families that have more complex compensation such as stock options, RSUs, Employee Stock Purchase Plans (ESPP), etc.
We utilize the latest technology available to deliver a seamless client experience that includes a planning portal, secure vault for planning documents, tax planning tools, and more.
About Me
I was born and raised in Canton, OH and relocated to the Cincinnati area to attend Xavier University. During that time, I met my wife Erica, and we settled in Villa Hills, KY. We have three beautiful daughters: Molly, Taylor, and Charlotte. We enjoy traveling, various sports, and dogs (we have three dogs Rev, Louis, and Teller).
I started in the Financial Services industry at a large investment firm in 2011. During my nearly 10 years there, I worked my way from customer service, through various trading positions, to a book of clients of over 900 high-net worth households that I assisted with planning and investing. In February 2015, I earned my CFP® marks (CERTFIED FINANCIAL PLANNER™). In September 2020, I decided it was time for a change that offered a better life balance and client experience. I joined a smaller firm in Blue Ash, OH, as a Senior Advisor. During that time, I gained valuable experience working through complex planning scenarios with high-net worth clients, managing day to day operations of the firm, and was closely connected to a first-class CPA firm. Of the thousands of clients I've had the privilege to serve, several carried ranging degrees of regret around their financial planning path. Most of which sounded like: "if I knew then what I knew now, I would have...". I have designed Balanced Life Planning to meet clients and families where they are earlier in life to create better financial outcomes.
Based on Balanced Life Planning
1%
$250
$150-500/mo
https://www.bl-planning.com/services-and-fees
Villa Hills, KY
Kentucky
Balanced Life Planning LLC
2024 - Present (2 years)
Cassady Schiller Wealth Management
2020 - 2024 (4 years)
Fidelity Personal and Workplace Advisors
2018 - 2020 (2 years)
Fidelity Personal and Workplace Advisors
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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CFA®, Series 63
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