Daniel Bonder JD, MBA, CFP


Dan’s decades long financial planning practice’s top priority is to provide his clients with peace of mind and to help clients become comfortable and confident with their financial and life objectives.  Strategies are developed, explained and implemented in order to assist clients with the attainment of their personal objectives.  These approaches are personalized to clients, their families and in benefiting organizations about which they care.  Risks versus rewards are carefully explained and discussed.  Flexibility in and ongoing monitoring of personal plans and life circumstances are important in adjusting strategies.  Dan’s goal is for his clients to enjoy their retirement with the satisfaction that comes from a professional and caring approach to achieving their preferred futures.

Dan is a native Clevelander.  He has raised his family and pursued his career in the Cleveland area.  Dan attained his Bachelor of Science in Economics at John Carroll University.  In addition, he earned his Masters in Business Administration (MBA) with an emphasis in Finance from the James J. Nance School of Business at Cleveland State University.  At this same time, Dan also received his Juris Doctorate (JD*) from the Cleveland-Marshall College of Law at Cleveland State University.  Dan holds to the ethical standards of a long time Certified Financial Planner, CFP®.

Dan continues to give back to the community to which he owes much of his personal and business success.  Among his roles, he has served as a member and as President of the South Euclid Lyndhurst Board of Education and has been a long time member of the Board of Directors of the Orangewood Homes Association.  He particularly enjoys volunteering at Daniel Morgan Elementary School in Cleveland with his wife, Joanne and their therapy dog Dexter.  Dan and Joanne are the proud parents of three sons who all serve their communities as physicians and nurses.  To maintain physical and mental fitness, Dan has developed an enthusiasm for pickleball and continues to play several times a week.

*Licensed attorney, not practicing on behalf of Securities America.

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