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Jen Daly

Jen Daly

Relationship Manager
HORAN Retirement Advisors

Jen Daly delivers legendary service to corporate retirement plan clients. Jen serves as a counselor to companies that sponsor retirement plans by monitoring their investments, fees and providers. She uses her financial, investment and retirement consulting acumen to develop materials such as plan reviews, education presentations and executive summaries. Her role also includes facilitating regular plan updates and providing consulting on all four of HORAN’s retirement pillars of service: investment services, fiduciary oversight, plan design and employee education.

Community

  • HORAN United Way Campaign Committee Member
  • HORAN ArtsWave Committee
  • Scholastic Book Fair Chairperson
  • Scouts BSA Merit Badge Counselor

Education

  • FINRA Series 6 and 63 registration
  • California State University - Fresno - Bachelor of Arts degree in Mass Communication & Journalism; Public Relations Option