Dan Rojas Email & Phone Number
Principal | Wealth Advisor @ Cerity Partners
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Dan Rojas Location
- Indianapolis, IN, US
Dan Rojas Work
- 2026 -now Principal | Wealth Advisor @
- 2024 -2026 Senior Associate | Wealth Advisor @
- 2024 -2024 Financial Advisor @
- 2022 -2024 Financial Advisor @
- 2020 -2022 VP - Financial Consultant @
- 2019 -2020 Associate Financial Consultant @
- 2018 -2019 Investment Consultant @
- 2017 -2018 Financial Consultant Academy @
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
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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