Dan Rojas Email & Phone Number
Principal | Wealth Advisor @ Cerity Partners
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Dan Rojas Location
- Indianapolis, IN, US
Dan Rojas Work
- Principal | Wealth Advisor @ (January 2026 - Present)
- Senior Associate | Wealth Advisor @ (June 2024 - January 2026)
- Financial Advisor @ (February 2024 - June 2024)
- Financial Advisor @ (June 2022 - January 2024)
- VP - Financial Consultant @ (March 2020 - May 2022)
- Associate Financial Consultant @ (February 2019 - February 2020)
- Investment Consultant @ (October 2018 - February 2019)
- Financial Consultant Academy @ (July 2017 - October 2018)
Dan Rojas Education
- Northwestern University
Certificate in Financial Planning CFP® (School of Professional Studies)
2019-2020 - Universidad Autónoma de Guadalajara
Spanish Language
2017-2017 - Marian University
Bachelor's degree (Accounting and Finance)
2012-2016
Dan Rojas Skills
- Time Management
- Microsoft Excel
- Teamwork
- Analytical Skills
- Social Media
- Event Planning
- Research
- Microsoft Word
- PowerPoint
- Microsoft Office
- Microsoft PowerPoint
- Team Leadership
- Creative Problem Solving
- Coaching
- Leadership
- Team Building
- Close Attention to Detail
- Social Networking
- Investments
- Asset Allocation
- Wealth Management
Dan Rojas Summary
- Dan Rojas, based in Indianapolis, IN, US, is currently a Principal | Wealth Advisor at Cerity Partners. Dan Rojas brings experience from previous roles at Cerity Partners, Savant Wealth Management, Valeo Financial Advisors LLC and Charles Schwab. Dan Rojas holds a 2019 - 2020 Certificate in Financial Planning CFP® in School of Professional Studies @ Northwestern University. With a robust skill set that includes Time Management, Microsoft Excel, Teamwork, Analytical Skills, Social Media and more. Dan Rojas has 3 emails on RocketReach.
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