Dan Serra, CFP®

Current

• Financial Planner at Strategic Financial Planning Inc
• Personal Finance Columnist at McClatchy-Tribune

Past

• Wealth Advisor at Rainsberger Wealth Advisors
• Deputy Business Editor & Personal Finance Columnist at Colorado Springs Gazette

Education

• College for Financial Planning
• University of South Florida

Recommended

2 people have recommended Dan

Connections

20 connections

Industry

Financial Services

Websites

• My Blog
• My Company

Dan Serra, CFP®’s Summary

I help people manage their financial life by discovering what is important to them and how financial planning can be used as one of the tools in leading a successful and fulfilling life. I am a fee-only advisor, taking a non-biased approach in order to make the best decisions in the interest of the client first.

Dan Serra, CFP®’s Specialties:

Financial Planning, Life Planning, Tax Planning, Retirement Planning

Dan Serra, CFP®’s Experience

• Financial Planner

  Strategic Financial Planning Inc

  (Financial Services industry)

  September 2008 — Present (1 year 3 months)

• Personal Finance Columnist

  McClatchy-Tribune

  (Public Company; Newspapers industry)

  2007 — Present (2 years )

  I write a weekly personal finance advice and educational column for the news service that's printed in newspapers nationwide.

• Wealth Advisor

  Rainsberger Wealth Advisors

  (Financial Services industry)

  March 2008 — July 2008 (5 months)

  Apprenticeship with wealth advisor. I work with families and businesses to help them make the most of their retirement planning and meet their financial goals. There's a right way and a wrong way to plan for retirement. I'm happy to answer any questions anyone has on this topic. I also help people determine how adjustments to their finances can raise their standard of living and guide them through investment analysis.

• Deputy Business Editor & Personal Finance Columnist

  Colorado Springs Gazette

  (Publishing industry)

  2003 — 2008 (5 years )

  Assisted in the publishing of the Business section and also wrote a weekly personal finance column.

Dan Serra, CFP®’s Education

• College for Financial Planning

  professional education program , financial planning , 2005 — 2007

  Currently completing Master's Degree in Financial Planning

• University of South Florida

  Bachelors , 1987 — 1989

Additional Information

Dan Serra, CFP®’s Websites:

• My Blog
• My Company

Dan Serra, CFP®’s Interests:

family activities, spiritual activities, trail hiking, gardening, meeting new people

Dan Serra, CFP®’s Groups:

Financial Planning Association (past chapter board member), Certified Financial Planners Board of Standards: Candidate for CFP

•    CERTIFIED FINANCIAL PLANNER™ Certificant
•    Finance & Accounting Professionals
•    The Vanguard Networking Group
•    Financial Planner Alliance
•    Wealth Management Group
•    Financial Planning Association
•    Fee Only Financial Advisors
•    BehaviorGap.com
•    Financial Life Planning
•    NAPFA Consumer Group

Dan Serra, CFP®’s Contact Settings

Interested In:

• consulting offers
• new ventures
• expertise requests
• business deals
• reference requests
• getting back in touch