Dan Serra, CFP<sup>&reg;</sup> - Financial Advisor

Dan Serra, CFP®

EA, ADPA

Certified Financial Planner

SageVest Wealth Management

1320 Old Chain Bridge Rd, Ste 250
McLean, VA 22101-3919
+ 1 More Location

SageVest Wealth Management

Old Georgetown Rd
Bethesda, MD 20814
FINANCIAL ADVISOR'S WEBSITE
(703) 992-7650 CONNECT WITH Dan
  • twitter link
  • linkedin link

General

Dan Serra is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at SageVest Wealth Management in McLean, VA and the surrounding communities.

Financial Advisor Overview

Dan advises clients in the areas of financial and estate planning. He thrives in helping prepare valued clients for retirement and managing retirement income, with a tilt toward tax planning and risk management. He supports individuals and families to overcome financial challenges and create a healthy relationship with money to foster lifetime peace. He has a specialized education in financial and investment planning for LGBT and unmarried couples.

More

Financial Advisor Experience

Certified Financial Planner professional since 2008 exclusively with fee-only planning firms. In his prior career, Dan was a Business and Financial journalist for daily metro newspapers. He has a Masters Degree in Personal Financial Planning and is an Accredited Domestic Partnership Advisor (ADPA) providing further education to serve the LGBT community. Discover the benefits of a fee-only advisor working in your best interests.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Divorce Financial Analyst, Accredited Domestic Partner Advisor, IRS Enrolled Agent

Financial Advisor's Specialties

Comprehensive Financial Planning, Asset Allocation, Investment Management, Retirement, Nontraditional Households

More

Helpful Financial Planning Resources