Dan Serra, CFP®, MS, CDFA, ADPA's Email & Phone Number

Financial Planner for Blended Families, Unmarried Couples, LGBT, Divorced, Widowed, Singles: The Modern Family Advisor

Dan Serra, CFP®, MS, CDFA, ADPA Email Addresses

d****[email protected] Personal Email

Dan Serra, CFP®, MS, CDFA, ADPA Phone Numbers

(206) ***-*561 Phone number

Dan Serra, CFP®, MS, CDFA, ADPA's Work Experience

Chevy Chase Trust (and formerly Freed Advisors)

Financial Planner / Assistant Vice President

Chevy Chase Trust (and formerly Freed Advisors)

Certified Divorce Financial Analyst (CDFA)

Chevy Chase Trust (and formerly Freed Advisors)

Accredited Domestic Partner Advisor (ADPA)

Dan Serra, CFP®, MS, CDFA, ADPA's Education

College for Financial Planning

Master's Financial Planning

University of South Florida

Bachelors Communications/Business

Frequently Asked Questions about Dan Serra, CFP®, MS, CDFA, ADPA

What is Dan Serra, CFP®, MS, CDFA, ADPA email address?

Email Dan Serra, CFP®, MS, CDFA, ADPA at [email protected], [email protected] and [email protected]. This email is the most updated Dan Serra, CFP®, MS, CDFA, ADPA's email found in 2024.

What is Dan Serra, CFP®, MS, CDFA, ADPA phone number?

Dan Serra, CFP®, MS, CDFA, ADPA phone number is +1.2402778683.

How to contact Dan Serra, CFP®, MS, CDFA, ADPA?

To contact Dan Serra, CFP®, MS, CDFA, ADPA send an email to [email protected], [email protected] or [email protected]. If you want to call Dan Serra, CFP®, MS, CDFA, ADPA try calling on +1.2402778683.

What company does Dan Serra, CFP®, MS, CDFA, ADPA work for?

Dan Serra, CFP®, MS, CDFA, ADPA works for Chevy Chase Trust (and formerly Freed Advisors)

What is Dan Serra, CFP®, MS, CDFA, ADPA's role at Chevy Chase Trust (and formerly Freed Advisors)?

Dan Serra, CFP®, MS, CDFA, ADPA is Financial Planner / Assistant Vice President

What industry does Dan Serra, CFP®, MS, CDFA, ADPA work in?

Dan Serra, CFP®, MS, CDFA, ADPA works in the Financial Services industry.

Dan Serra, CFP®, MS, CDFA, ADPA's Professional Skills Radar Chart

Based on our findings, Dan Serra, CFP®, MS, CDFA, ADPA is ...

Purposeful

Realistic

Cause-and-effect oriented

What's on Dan Serra, CFP®, MS, CDFA, ADPA's mind?

Based on our findings, Dan Serra, CFP®, MS, CDFA, ADPA is ...

56% Left Brained

44% Right Brained

Dan Serra, CFP®, MS, CDFA, ADPA's Estimated Salary Range

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