Daniel Rojas
Senior Associate | Wealth Advisor at Cerity Partners | Indianapolis, Indiana, United States
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Senior Associate | Wealth Advisor at Cerity Partners in June 2024 to Present
Financial Advisor at Savant Wealth Management in February 2024 to June 2024
Financial Advisor at Valeo Financial Advisors LLC in June 2022 to January 2024
VP - Financial Consultant at Charles Schwab in March 2020 to May 2022
Associate Financial Consultant at Charles Schwab in February 2019 to February 2020
Investment Consultant at Charles Schwab in October 2018 to February 2019
Financial Consultant Academy at Charles Schwab in July 2017 to October 2018
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Universidad Autónoma de Guadalajara, Spanish Language, September 2026
Marian University, Accounting and Finance, September 2026
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Time Management
Microsoft Excel
Teamwork
Analytical Skills
Social Media
Event Planning
Research
Microsoft Word
PowerPoint
Microsoft Office
Microsoft PowerPoint
Team Leadership
Creative Problem Solving
Coaching
Leadership
Team Building
Close Attention to Detail
Social Networking
Investments
Asset Allocation
Wealth Management
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Discover more about Cerity PartnersWhat is Daniel A Rojas email address?
Email Daniel A Rojas at [email protected], [email protected] and [email protected]. This email is the most updated Daniel A Rojas's email found in 2026.
What is Daniel A Rojas phone number?
Daniel A Rojas phone number is 973-359-2794.
How to contact Daniel A Rojas?
To contact Daniel A Rojas send an email to [email protected], [email protected] or [email protected]. If you want to call Daniel A Rojas try calling on 973-359-2794.
What company does Daniel Rojas work for?
Daniel Rojas works for Cerity Partners
What is Daniel Rojas's role at Cerity Partners?
Daniel Rojas is Senior Associate | Wealth Advisor
Daniel Rojas Email Addresses
Daniel Rojas Phone Numbers
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