Dan Serra Email & Phone Number
IRS Enrolled Agent (EA) @ SageVest Wealth Management
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Dan Serra Location
- Bethesda, MD, US
Dan Serra Work
- Wealth Advisor @ (December 2021 - Present)
- Accredited Domestic Partner Advisor (ADPA) @ (December 2021 - Present)
- IRS Enrolled Agent (EA) @ (December 2021 - Present)
- Certified Divorce Financial Analyst (CDFA) @ (December 2021 - December 2024)
- Adjunct Faculty @ (April 2017 - Present)
- Financial Planner and Vice President @ (September 2012 - October 2021)
- Financial Planner @ (September 2008 - August 2012)
Dan Serra Education
- Columbia University
Certificate (CFP Board Teaching Program)
2019-2019 - college for financial planning
Master's (Financial Planning)
- University of South Florida
Bachelors (Communications/Business)
Dan Serra Skills
- Life Planning
- Estate Planning
- Writing
- Fee Only Advisor
- Collaborative Problem Solving
- Financial Planners
- Planning
- Personal Tax Planning
- Certified Divorce Financial Analyst
- Tax Planning
- Retirement Planning
- Financial Planning
- Wealth Management Services
- LGBT rights
- Domestic Relations
- 401k
- Investment Advisory
- Asset Allocation
- Compliance
- Wealth Management
- IRA's
- Strategic Financial Planning
- College Savings Plans
- Asset Management
- C++
- Divorce Planning
- Small Business
- 401k Rollovers
- Personal Finance
- Insurance Planning
- Retirement
- Employee Benefits
- Mediation
Dan Serra Summary
- Dan Serra, based in Bethesda, MD, US, is currently a IRS Enrolled Agent (EA) at SageVest Wealth Management. Dan Serra brings experience from previous roles at SageVest Wealth Management and Southern New Hampshire University. Dan Serra holds a 2019 - 2019 Certificate in CFP Board Teaching Program @ Columbia University. With a robust skill set that includes Life Planning, Estate Planning, Writing, Fee Only Advisor, Collaborative Problem Solving and more. Dan Serra has 5 emails and 2 mobile phone numbers on RocketReach.
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