Daniel Amiot (AIFA, CFP®)
Daniel Amiot focuses in the
following client markets or areas of practice:
- AUM
- Charitable Giving
- Federal Employees
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Investment Advice with Ongoing Management
- AUM
- Charitable Giving
- Federal Employees
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Investment Advice with Ongoing Management
Planning Specialties
After 17 years in financial planning working for big companies, I founded Wrought Iron Financial LLC to best serve my clients and my community. My firm is built on fiduciary excellence, respect, and honor to serve my clients in their best interest. We support hard-working men and their families.
Our expertise is in the following:
- Intentional, Comprehensive Financial Planning
- Purpose-Driven Investment Management
- Military & Federal Employees, Veterans
- Fiduciary Advisor to Corporate Retirement Plans for Employees (401(k), 403(b), SIMPLE IRA, SEP IRA, Cash Balance Plans, etc.)
Additional Information
Integrity, character and service are my life’s compass. I bring passion and energy to each of my clients and strive to discover the best way to serve each of you.
I graduated Summa Cum Laude from Cleveland State University in 2005 with a BFA in Finance and earned my CFP designation in 2018. I am a lifetime member of Beta Gamma Sigma International Business Honor Society. I have been working with clients on their financial plans since 2007.
My WHY is, has been, and always will be my family. I am raising four children with my wife of 22 years, and our hobbies follow their interests. Just as in my financial calling, my home life is led by service. I am an active volunteer in Community Theatre, an assistant Scoutmaster for my children’s Scouting Troops, and active in all their passions. In our limited free time, My wife and I love to go to the theatre, go out dancing, hiking, and wine and whisky tasting.
NAPFA Start Date
June 14, 2024
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