Daniel Neary, CLU®, ChFC®, RICP®, CFP®
Examiner · DISC type csDaniel 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®).
Read the full overview →How Daniel shows up
They do not like taking risks at all and go for proven options in the end. They tend to be clear about their needs and limitations and are unlikely to promise too much. They are heavily focused on quality and prefer doing things the right way, even if it takes time.
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Calculativeness (C)
Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.
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