CFA, CFP
Daniel Okafor
Senior Contributor — Investments & Wealth Building
Biography
Daniel Okafor holds the Chartered Financial Analyst (CFA) charter from the CFA Institute and the Certified Financial Planner (CFP) designation from the CFP Board. He earned his CFA after completing all three levels on the standard schedule and has held the charter since 2018. Daniel began his career as an equity research analyst at a mid-sized regional asset manager covering the consumer-discretionary sector, then transitioned to private wealth management where he served as a financial planner for fifty-plus self-employed and 1099-income households. At FinanceForge he writes the Wealth Builder and long-horizon planning content, with a particular focus on tax-advantaged retirement vehicles available to the self-employed (Solo 401(k), SEP-IRA, defined-benefit plans) and Monte-Carlo modeling of retirement glide paths.
Areas of expertise
- Long-horizon wealth projection modeling
- Tax-advantaged retirement accounts (Solo 401k, SEP-IRA)
- Asset allocation & glide-path strategy
- Inflation-hedged portfolio construction
- Sequence-of-returns risk analysis
Education & credentials
CFA, CFA Institute · CFP, CFP Board · B.Sc. Economics, London School of Economics
Disclosure: Daniel Okafor reviews content within their stated areas of expertise. They do not provide individualized financial, tax, or legal advice through FinanceForge content. For personal advice specific to your situation, please engage a licensed professional in your jurisdiction.