Daniel Shomper, CFP®
Associate Wealth Manager
In the Spring of 2020, I graduated from the University of Akron where I majored in Financial Planning and Financial Management. During my time in UA’s College of Business I helped lead the Financial Planning Student Association and was an active member in the UA Investment Club, both of which helped push me to pursue a career in wealth management. Post-graduation I worked in the Qualified Plan industry where I helped optimize and monitor investment lineups and 401(k) plan design structures for local Akron businesses.
I joined Fairway in the Fall of 2021 as an Associate Wealth Manager to help support and serve the firm’s clients and lead client advisors. I provide analytical and technical support on a range of topics, including investment portfolio management, tax planning, cash flow projections, and investment due diligence. I leverage our variety of planning software, including the Black Diamond Wealth Platform, NaviPlan financial planning software, and BNA Income Tax Planner to help simplify complex topics into practical explanations that help clients better understand their financial capabilities.
I reside in Bedford, where you can often find me with my nose in a book in a local coffee shop or out biking or hiking the CVNP trails.