Our Qualified Instructors

 

 

 

 

Dan Kiley

Certified Financial Planner®

Founder, Retirement University

Phone: 1-800-798-9588

Instructor@retirementuniversity.com 

 

Dan Kiley is a 25 year veteran of the financial planning and investment advisory industry.  As the founder Retirement University, Dan's primary responsibility is to deliver updated strategies, products, and services necessary to allow each enrolled family to successfully achieve their retirement objectives.

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.

Dan is a 1981 graduate of Harvard University. He is also a member of the Institute of Certified Financial Planners. 


 


 

 

Chris Kiley

Certified Financial Planner®

Chartered Retirement Plans Specialist®

Director, Class Curriculum

Phone: 1-800-798-9588

Instructor@retirementuniversity.com

 

 

As Director of Retirement Planning Curriculum, Chris works closely with other experts in the retirement industry to make sure that our classes offer the most up-to-date retirement income and investment protection strategies.

Chris has obtained both his Certified Financial Planner designation as well as the Chartered Retirement Plan Specialist Designation from the College of Financial Planning. 

Chris is a 1990 graduate of the University of Notre Dame, earning a Bachelor of Arts as a History major and Business minor.