Daniel Neary, CLU®, ChFC®, RICP®, CFP®
Login to view DISC.Daniel Neary is the Founder of The Neary Wealth Management Group, affiliated with Northwestern Mutual. A graduate of The Ohio State University, he has been recognized by Forbes as a top financial security professional in Ohio for three consecutive years (2023-2025). He focuses on creating enduring client relationships and personalized financial plans.
A lifetime resident of Central Ohio, Daniel lives in Blacklick with his wife Kim, their two sons, Owen and Eli, and their dog. He enjoys playing soccer and volleyball, cheering at his sons sports games, and spending time with family and friends. He is also an active volunteer with Habitat for Humanity.
He holds four advanced professional designations: CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and Retirement Income Certified Professional (RICP®).
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