Dan Prostrollo, Cfp® Email & Phone Number

Prostrollo Wealth Advisors was born out of the desire to approach personal investing from a "plan first" mentality. At our practice, we plan first and invest second. We give our clients honest and straightforward guidance and work to educate them on their investment decisions. I serve successful professionals, self-employed entrepreneurs and retirees in navigating holistic financial planning. By listening and understanding each client’s unique needs, I help develop strategies to grow, manage, preserve, and transfer wealth. I understands that each client has unique financial goals and I specifically work to craft an investment plan that helps achieve exactly that.A proud CERTIFIED FIANCIAL PLANNER ™ professional, I earned this designation by completing rigorous studies and examinations in all aspects of wealth management. I participates in continuing education programs to remain aware of current developments and trends in planning and wealth management. I also abides by a stringent ethical standard of professional conduct.This information is intended for use by residents of AZ, CA, FL, ID, IN, MN, MT, SD, WA, WI/*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.

Listed skills include Portfolio Management, Loans, Microsoft Excel, Refinance, and 12 others.

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  Saint John'S University

  Economics And Philosophy