Dan Prostrollo, Cfp® Email and Phone Number
Dan Prostrollo, Cfp® work email
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Dan Prostrollo, Cfp® personal email
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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.
Prostrollo Wealth Advisors
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Wealth AdvisorProstrollo Wealth Advisors Jun 2022 - Present -
Vice President - Regional Lending DirectorWells Fargo Advisors Feb 2018 - Jun 2022St. Louis, Missouri, Us -
Private Mortgage Banker - Nmls 1507679Wells Fargo May 2016 - Jan 2018San Francisco, California, Us -
Loan Document Specialist 5Wells Fargo Oct 2011 - Apr 2016San Francisco, California, Us
Dan Prostrollo, Cfp® Skills
Dan Prostrollo, Cfp® Education Details
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Saint John'S UniversityEconomics And Philosophy
Frequently Asked Questions about Dan Prostrollo, Cfp®
What company does Dan Prostrollo, Cfp® work for?
Dan Prostrollo, Cfp® works for Prostrollo Wealth Advisors
What is Dan Prostrollo, Cfp®'s role at the current company?
Dan Prostrollo, Cfp®'s current role is Wealth Advisor at Prostrollo Wealth Advisors, Saint John's Alum, Father, Husband..
What is Dan Prostrollo, Cfp®'s email address?
Dan Prostrollo, Cfp®'s email address is da****@****rgo.com
What schools did Dan Prostrollo, Cfp® attend?
Dan Prostrollo, Cfp® attended Saint John's University.
What are some of Dan Prostrollo, Cfp®'s interests?
Dan Prostrollo, Cfp® has interest in Economics, Modern Philosophy, Minneapolis Bansheees Men's Rugby Club.
What skills is Dan Prostrollo, Cfp® known for?
Dan Prostrollo, Cfp® has skills like Portfolio Management, Loans, Microsoft Excel, Refinance, Management, Microsoft Office, Networking, Financial Analysis, Mutual Funds, Visual Basic, Alumni Relations, Microsoft Word.
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