Dana Sippel, Cfp®, Aep®, Cpa/Pfs Email and Phone Number
Dana Sippel, Cfp®, Aep®, Cpa/Pfs work email
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Dana Sippel, Cfp®, Aep®, Cpa/Pfs personal email
Dana Sippel, Cfp®, Aep®, Cpa/Pfs phone numbers
Why am I a Financial Advisor?Knowing new challenges await me every day keeps things interesting! At Glassman Wealth Services, our advisors are encouraged to ask “what if” or "what about,” to think outside the box, and explore and challenge different strategies and scenarios. I am passionate about connecting with clients and serving and helping clients realize their long and short-term financial goals! At Glassman Wealth Services, we listen more than we talk, which allows us to offer personalized, service-driven wealth management solutions to you and your family. About Glassman Wealth ServicesGlassman Wealth Services is a fee-only investment and wealth management firm that manages over $1 billion in assets for successful executives, professionals, business owners, and their families in the Washington, D.C. metro area.Specialties: Financial planning, investment management, wealth management, estate planning, tax planning, retirement planning, multi-generational planning, charitable planning. I look forward to connecting with you!
Glassman Wealth Services
View- Website:
- glassmanwealth.com
- Employees:
- 15
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Vice President And Client AdvisorGlassman Wealth Services Apr 2017 - PresentVienna, VirginiaAt Glassman Wealth Services, we strive to offer uncommon investment expertise that aligns with your needs and your unique vision for the future. It's how we seek to ensure our client relationships are among the most enduring.It's about dedication.People engage our services because they know the stakes are too high to accept anything other than investment excellence. Some have achieved moderate success managing their own money, but they recognize that expert guidance will bring new possibilities within reach. Others have come to the realization that their current advisor isn’t truly focused on their unique goals.People come to us for many reasons. They stay with us because we offer personalized, service-driven wealth management unlike anything they’ve experienced before.It's about unbiased advice.We're a fee-only firm that seeks to adhere to the highest fiduciary standards and provide our clients advice that is truly unbiased. We accept no commissions or other incentives that might cloud our judgment or sway our allegiance. We work for you and your family alone.It's about communication.We conduct extensive research to inform our financial strategies, but that’s not enough. You should know what’s in your portfolio and why. From our conversations with you to our reporting, we communicate in a way that is simple, streamlined, and easy to understand.
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Board Of Directors - Rotary Club Of McleanRotary International 2013 - Jun 2023Mclean, Va -
Financial Advisor, Relationship ManagerWest Financial Services 2009 - Apr 2017
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Senior Vice President, Private Client ManagerUs Trust 2006 - 2009Financial Advisor, Investment Counselor, Wealth Manager -
Senior DirectorSullivan, Bruyette, Speros & Blayney 1992 - 2006Investment Advisor, Financial Planner, Tax Strategist
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Financial AdvisorBurt Wealth Advisors 1990 - 1992
Dana Sippel, Cfp®, Aep®, Cpa/Pfs Skills
Dana Sippel, Cfp®, Aep®, Cpa/Pfs Education Details
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Cfp Professional Education Program
Frequently Asked Questions about Dana Sippel, Cfp®, Aep®, Cpa/Pfs
What company does Dana Sippel, Cfp®, Aep®, Cpa/Pfs work for?
Dana Sippel, Cfp®, Aep®, Cpa/Pfs works for Glassman Wealth Services
What is Dana Sippel, Cfp®, Aep®, Cpa/Pfs's role at the current company?
Dana Sippel, Cfp®, Aep®, Cpa/Pfs's current role is Financial Planner | Investment Advisor | Wealth Manager at Glassman Wealth Services.
What is Dana Sippel, Cfp®, Aep®, Cpa/Pfs's email address?
Dana Sippel, Cfp®, Aep®, Cpa/Pfs's email address is da****@****lth.com
What is Dana Sippel, Cfp®, Aep®, Cpa/Pfs's direct phone number?
Dana Sippel, Cfp®, Aep®, Cpa/Pfs's direct phone number is +170384*****
What schools did Dana Sippel, Cfp®, Aep®, Cpa/Pfs attend?
Dana Sippel, Cfp®, Aep®, Cpa/Pfs attended University Of Maryland - Robert H. Smith School Of Business, College For Financial Planning.
What are some of Dana Sippel, Cfp®, Aep®, Cpa/Pfs's interests?
Dana Sippel, Cfp®, Aep®, Cpa/Pfs has interest in Estate Planning, Financial Planning, Risk Management, Cycling, Sailing, Retirement Planning, Investment Planning, Travel, Educational Planning.
What skills is Dana Sippel, Cfp®, Aep®, Cpa/Pfs known for?
Dana Sippel, Cfp®, Aep®, Cpa/Pfs has skills like Alternative Investments, Estate Planning, Financial Advisory, Cpa, Financial Planners, Insurance, Retirement Planning, Financial Planning, Portfolio Management, Investments, Financial Risk, Advisory.
Who are Dana Sippel, Cfp®, Aep®, Cpa/Pfs's colleagues?
Dana Sippel, Cfp®, Aep®, Cpa/Pfs's colleagues are Zach Rampold, Elena K., Eric Dunner, Jd, Cfp®, Travis Russell, Cfp ®, Colin Gerrety, Cfp®, Cima®, David Levitt, Cfp®, Laura Barnett Cheplak.
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