Daniel Stolfa Email & Phone Number
Senior Wealth Advisor at Centura Wealth Advisory @ Centura Wealth Advisory
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Daniel Stolfa Location
- Minneapolis, MN, US
Daniel Stolfa Work
- 2024 - now Senior Wealth Advisor at Centura Wealth Advisory @
- 2018 - 2024 Managing Director @
- 2016 - 2018 Private Wealth Advisor @
- 2015 - 2016 Financial Advisor @ Stolfa Wealth Management
- 2013 - 2014 Private Wealth Advisor @
- 2006 - 2013 Financial Advisor - PBIG @
- 2004 - 2006 Financial Advisor @
- 2002 - 2004 Attorney @ Arete Law Group
- 2000 - 2002 Senior Tax Specialist @
- 1997 - 2000 Attorney @ Sjoberg & Tebelius
Daniel Stolfa Education
- Mitchell Hamline School of Law
JD, LLM (Taxation)
- University of Wisconsin-Madison
BS (History/English)
- Eden Prairie Senior High School
(High School/Secondary Diplomas and Certificates)
- Racine St. Catherine's
Daniel Stolfa Skills
- 401k
- Equities
- Investment Advisory
- Securities
- Alternative Investments
- Ultra-high New Worth Individuals
- Financial Advisory
- Portfolio Management
- Estate Planning
- Asset Allocation
- Fiduciary Services
- Financial Planners
- Mutual Funds
- Retirement
- Investments
- Retirement Planning
- Investment Management
- Strategic Financial Planning
- Investment Strategies
- Wealth Management
Daniel Stolfa Summary
- Daniel Stolfa, based in Minneapolis, MN, US, is currently a Senior Wealth Advisor at Centura Wealth Advisory at Centura Wealth Advisory. Daniel Stolfa brings experience from previous roles at Evercore Wealth Management, LLC, Stiles Financial Services, Inc., Stolfa Wealth Management and Anchor Bank, N.A.. Daniel Stolfa holds a JD, LLM in Taxation @ Mitchell Hamline School of Law. With a robust skill set that includes 401k, Equities, Investment Advisory, Securities, Alternative Investments and more. Daniel Stolfa has 2 emails and 1 mobile phone numbers on RocketReach.
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