Dan Shomper, CFP®
Senior Associate, Wealth Advisory ServicesIn the spring of 2020, I graduated from the University of Akron with degrees in Financial Planning and Financial Management. During my time in the College of Business, I helped lead the Financial Planning Student Association and was an active member of the UA Investment Club. Both experiences reinforced my interest in pursuing a career in wealth management.
After graduating, I worked in the qualified plan industry at Wealth Impact Advisors, where I supported retirement plans for local Akron businesses by monitoring investment lineups and plan design structures.
I joined Fairway in the fall of 2021 and now serve as a Senior Associate in our Wealth Advisory Services practice. In my role, I provide analytical and technical support across investment portfolio management, tax planning, cash flow projections, and investment due diligence. I use planning software to illustrate the data behind our recommendations, helping clients make confident, informed financial decisions. I also monitor investment portfolios and make recommendations related to rebalancing, investing or raising cash, and adjusting investments as needed. In addition, I serve as a point of contact for clients, working closely with our internal team to help ensure questions and needs are addressed efficiently, giving clients peace of mind and more time to focus on what matters most to them.
The most meaningful part of my work is helping clients gain confidence in their financial path by distilling complex information into clear numbers and providing a roadmap for how life may look along the way. I hold the CFP® certification.
I live in Bedford and enjoy spending time outdoors hiking, biking, or kayaking in the Cuyahoga Valley National Park and Summit Metro Parks. In quieter moments, I enjoy reading at local coffee shops or the library, often returning to books such as The Psychology of Money, Enough, and The Prophet.
