David Nienaber

Financial Planner & Shareholder @Foster & Motley, Inc

Cincinnati, OH, US
MOBILE NUMBERS
+91 *********19

Signup · Get unlimited contacts

WORK HISTORY

Oct 2010 — Present

Financial Planner & Shareholder @Foster & Motley, Inc

View department →

a Certified Public Accountant, CPA, and a Certified Financial Planner (CFP®), I believe financial planning is a process, not a product. Each client is unique, and I take a holistic, comprehensive approach to each one. I provide clients with good advice and counsel, not a cookie-cutter financial plan. A self-proclaimed problem-solver, I document key facts, goals and recommendations to drive implementation of my advice. I’ve also had the opportunity to share my insights in the Wall Street Journal, Chicago Tribune, and as a guest on WKRC and WVXU.My client-focused mentality and team-oriented attitude led me into my new role as head of the Financial Planning team. I help keep the team on top of the latest financial planning issues, so we can best serve clients. Helping clients find the best path for them is one of the best parts of my job.

EDUCATION

N/A

University of Dayton

B.S. & M.B.A.

SKILLS

AccountingFinancial AnalysisFinancial AdvisoryFinanceEstate PlanningFinancial PlanningConsultingManagementPortfolio ManagementFinancial Reporting

ABOUT DAVID NIENABER

As a shareholder and financial planner at Foster & Motley, my mission is to understand…

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

David Nienaber — Financial Planner & Shareholder at Foster & Motley, Inc in Cincinnati, OH, US | Unifers