Daniel Wrenne, CFP®, ChFC® Wrenne Financial Planning, LLC

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About Daniel Wrenne, CFP®, ChFC®

Daniel Wrenne, CFP® is a financial planner at Wrenne Financial Planning LLC. His passion is empowering others to be their best financially and live better lives. He is working to build a planning firm quite different than others. Wrenne Financial Planning’s mission is to help clients feel smart, important, informed, secure, & confident.

 

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Recently Published

Study Reveals Physicians In-training are Failing Financially

August 1, 2017

The post Study Reveals Physicians In-training are Failing Financially appeared first on Wrenne Financial Planning.

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Mega-Deduct and Convert: Save Thousands On Roth IRA Contributions

April 26, 2017

The post Mega-Deduct and Convert: Save Thousands On Roth IRA Contributions appeared first on Wrenne Financial Planning.

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PSLF Lawsuits and Why You Can’t Rely On Servicers for Good Student Loan Advice

April 12, 2017

As borrowers begin to apply for public service loan forgiveness, many are finding that they were never eligible, despite previously being approved by their loan servicers. As a result, many are filing suit against the Department of Education, as well as servicers like Navient who previously informed borrowers that they were approved.

The post PSLF Lawsuits and Why You Can’t Rely On Servicers for Good Student Loan Advice appeared first on Wrenne Financial Planning.

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Ideal Clients

  • Generation Y
  • Medical Professionals
  • Physicians

Ways Advisor Charges

  • Monthly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly: $100+/mo
  • Hourly: $200+/hr
  • AUM: 1%

SEC Records

States Registered

  • Kentucky

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