Our Instructors
Dan
Kiley
Certified
Financial Planner®
Founder
and President, Retirement University
1-800-RETIRED
Instructor@retirementuniversity.com
Dan
Kiley is a 23 year veteran of the financial planning
and investment advisory industry. As the President
of Retirement University, Dan's primary responsibility is
to make certain that the University delivers the
retirement strategies, products, and services necessary so
that each enrolled family can achieve their financial
objectives during retirement.
Dan's mission is to constantly improve the
standard of service that is delivered in the retirement planning
and financial services industries. As a practicing
Regisitered Investment Advisor, Dan's company was one
of the region's earliest companies providing independent,
fee-based, investment advice. Additionally, Dan is the
creator of the "Family Master Plan", a detailed roadmap for
families entering the retirement phase of their life.
Dan is also a familiar spokesperson for the
industry, having participated as a local expert on financial
planning issues for both Fox 19 and WLWT Channel 5.
Additionally, he has been quoted on the AP Wire, the Wall
St. Journal, Cincinnati Business Courier, NY Times, and Smart
Money Magazine.
In his role as a retirement investing specialist,
Dan regularly meets with money managers at companies
such as American Funds, Wells Fargo, Van Kampen, J.P. Morgan
and Fidelity. These meetings provide the contacts
and research necessary to provide enrolled families with prudent
investment planning strategies.
Dan is a 1981 graduate
of Harvard University. He is a member of the Institute of
Certified Financial Planners. Dan is also on the board of
a charitable organization called Boy's Hope-Girl's Hope in
Cincinnati, OH.
Outside of work, Dan enjoys all types of sports
including golf, water and snow skiing, and jogging.
Dan and his wife Robin are busy at home with
their 6 year-old son Charlie and their youngest son David,
who is now 4. Daughter Kelsey, age 18, and son
William, age 15, are active with school, sports and helping
with Charlie and David.
Chris
Kiley
Certified
Financial Planner®
Chartered
Retirement Plans Specialist®
Director,
Class Curriculum
1-800-RETIRED
Instructor@retirementuniversity.com
As a Director of Retirement Planning Class Curriculum,
Chris works with both new and existing families to establish
and maintain the proper strategies for their retirement plans.
Chris has obtained both his Certified Financial
Planner designation as well as the Chartered Retirement Plan
Specialist Designation from the College of Financial Planning.
Additionally, he is a licensed Registered Investment Advisor.
Chris is also a member of the Cincinnati Chapter of the Financial
Planning Association. Active in volunteer work, Chris
has been on the Cincinnati Board for Diversion Foster Care,
a foster care agency that works with at-risk displaced children.
Chris is a 1990 graduate of the University
of Notre Dame, earning a Bachelor of Arts as a History major
and Business minor. He spent seven years in the paper manufacturing
industry gaining experience with both Champion International
and Domtar Papers in finance and sales. During this time,
Chris gained valuable management and coaching skills, which
he now brings to Retirement University.
His wife Marla was a 6th grade teacher at
St. James Elementary in White Oak for ten years until the
arrival of their first child in February 2000. They added
twin boys, Carson and Cameron to their family in 2001. Chris
and Marla enjoy snow skiing, water-skiing and boating, not
to mention the occasional Notre Dame football game!
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