Dan Cuprill is a Certified Financial Planner™ and president of Matson & Cuprill, a wealth coaching firm located in Cincinnati, Ohio. A graduate of the University of Iowa, he earned an MBA from Northwestern University. His firm specializes in helping people prepare for financial independence by employing a holistic planning system called Retirement Rescue. He is the author of several books including Retirement Rescue and Defuse: 7 Steps to Saving Your 401k from the Ticking Tax Time Bomb. He is also the host of the podcast Solving the Financial Puzzle.
Dan & his wife Beth split their time between Cincinnati, OH and Franklin (Nashville), TN and maintain offices in both cities.
Important Note: Dan Cuprill is not a registered representative of Triad Advisors, LLC