Daniel Rieman

Investment Specialist
Daniel is our Investment Specialist and oversees all trading, re-balancing of client portfolios, and tracking of open orders.

Daniel joined the practice in 2015, helping with projects in the practice and expanded his knowledge by obtaining his Series 7 in 2016. He enjoys analytical research and looks out for our clients’ best interests. Prior to working in investments, Daniel was a pharmacy technician.

Daniel and his wife reside in Harrison, Ohio with their two children. Daniel enjoys the art of knife throwing and is competitive in any physical activity we have in the office. Daniel loves to have a good conversation regarding economics and philosophy.

4605 East Galbraith Road, Suite 200
Cincinnati, OH 45236
(513) 898-9100
info@touchpointwealthpartners.com

Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered Through Valmark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431 1-800-765-5201 TouchPoint Wealth Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.

Click here for Valmark Customer Relationship Summary.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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