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Our

Financial Advisors

Daniel Weingartner

CERTIFIED FINANCIAL PLANNER™

IRS Enrolled Agent

Director, Operations

Daniel Weingartner joined the statewide practice of Cooper, Adel, Vu Financial in 2021 after ten years experience in the financial planning industry.

Daniel is focused on helping clients establish their needs and goals to develop a holistic investment and financial roadmap that meets their objectives.

Daniel is a graduate of Miami University in Oxford, Ohio. Daniel started his career as an Investment Consultant with Scottrade. He was later promoted to Branch Manager for TD Ameritrade/Scottrade where he was responsible for day-to-day production and compliance as well as working with high net worth clients to execute their estate and tax needs. More recently, Daniel was a Financial Planner with Prudential; responsible for his clients’ wealth management. 

In 2018, he received his Certified Financial Planner™ designation. CFP® professionals have met rigorous qualifications for financial planning, including several years of experience and passing the comprehensive CFP® Certification Examination. They are committed to act as a fiduciary, thereby acting in the best interests of their clients. Daniel has also qualified as an IRS Enrolled Agent and has thereby demonstrated special competence in tax preparation and representation matters; in this capacity, he is authorized to represent taxpayers before any IRS office. Recognizing his contributions to the strategic direction of Cooper, Adel, Vu Financial, Daniel was promoted to Director of Operations in 2023.

Daniel has a wife and a son. In his spare time, Daniel loves playing hockey and golf. He recently started woodworking making tables. He is a former member of Big Brother Big Sister Cincinnati. Daniel is also a regular blood donor.   

 

Daniel Weingartner is a registered representative of and conducts securities transactions through CoreCap Investments, LLC. Daniel Weingartner is an investment advisory representative of and provides advisory services through CoreCap Advisors, LLC. 

Cooper, Adel, Vu Financial LLC is a separate entity and not affiliated with CoreCap Investments or CoreCap Advisors.

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