Daniel Blaha
About Daniel
Daniel Blaha works with individuals, families, and business owners navigating complex financial decisions where taxes, investments, and long term planning intersect. His work centers on major transitions such as retirement income planning, inheritances, and liquidity events, where coordination and clarity are critical.
As a CFP® professional and Certified Tax Specialist™ (CTS), Daniel emphasizes coordination across disciplines by aligning tax strategy, investment decisions, and income planning into a cohesive framework. His work includes collaboration with CPAs, attorneys, and other professionals to ensure decisions are implemented thoughtfully.
As CEO of Forge Financial, Daniel is part of building a business focused on systems, advisor development, and a more integrated approach to financial planning.
Before entering financial services, Daniel was a high school English teacher, an experience that continues to shape his focus on simplifying complexity and improving decision making.
Built for Clients with Complex, Tax-Sensitive Financial Decisions
Services
Retirement Income Planning
Design income strategies that transition wealth from accumulation to sustainable, tax-efficient distributions.
Investment Management
Construct portfolios intentionally—aligned with income needs, tax considerations, and long-term objectives.
Tax Strategy
Coordinate investment and tax decisions to improve efficiency across income, capital gains, and retirement planning.
Estate & Legacy Planning
Structure assets to transfer intentionally—supporting family, legacy goals, and multigenerational planning.
The Approach
Coordinated Planning
Financial decisions are aligned across income, investments, and taxes so they work together.
Clear Decision-Making
Each recommendation reflects clear trade-offs with reasoning that is easy to understand.
Long-Term Orientation
Strategies are designed to evolve as income, goals, and circumstances change.
More About Daniel
Background
Outside of Work
- Martial artist proficient in Tae kwon-do, Karate, and Kung Fu
- Constantly trying to beat his dad in chess
- Curious explorer & traveler