Danielle Dahn, Cfp®

Danielle Dahn, Cfp® Email and Phone Number

Fiduciary Fee-Only Financial Advisor at Savant Wealth Management @ Savant Wealth Management
rockford, illinois, united states
Danielle Dahn, Cfp®'s Location
Naperville, Illinois, United States, United States
Danielle Dahn, Cfp®'s Contact Details

Danielle Dahn, Cfp® work email

Danielle Dahn, Cfp® personal email

n/a

Danielle Dahn, Cfp® phone numbers

About Danielle Dahn, Cfp®

I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional backed by nearly 20 years of experience in the financial services industry.

Danielle Dahn, Cfp®'s Current Company Details
Savant Wealth Management

Savant Wealth Management

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Fiduciary Fee-Only Financial Advisor at Savant Wealth Management
rockford, illinois, united states
Website:
savantwealth.com
Employees:
160
Danielle Dahn, Cfp® Work Experience Details
  • Savant Wealth Management
    Fiduciary Fee-Only Financial Advisor At Savant Wealth Management
    Savant Wealth Management Nov 2020 - Present
    Naperville, Illinois, United States
    View
  • Tiaa
    Lead Wealth Managment Advisor
    Tiaa 2012 - Nov 2020
    View
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley Apr 2010 - Dec 2011
    View
  • Boys & Girls Club Of The Naperville Area - Volunteer / Board Member
    Board Secretary
    Boys & Girls Club Of The Naperville Area - Volunteer / Board Member Apr 2010 - Oct 2011
  • Jpmorgan
    Financial Planning Advisor, Private Wealth Management
    Jpmorgan Oct 2005 - Apr 2010
    View
  • Jpmorgan Chase Bank N. A.
    Sr. Risk Analyst
    Jpmorgan Chase Bank N. A. Jul 2002 - Oct 2005

Danielle Dahn, Cfp® Skills

Wealth Management Retirement Planning Wealth Management Services Strategic Financial Planning Estate Planning Asset Allocation Finance Wealth Crm Financial Planners Portfolio Management Leadership Series 7 Investments Financial Planning Strategy

Danielle Dahn, Cfp® Education Details

Frequently Asked Questions about Danielle Dahn, Cfp®

What company does Danielle Dahn, Cfp® work for?

Danielle Dahn, Cfp® works for Savant Wealth Management

What is Danielle Dahn, Cfp®'s role at the current company?

Danielle Dahn, Cfp®'s current role is Fiduciary Fee-Only Financial Advisor at Savant Wealth Management.

What is Danielle Dahn, Cfp®'s email address?

Danielle Dahn, Cfp®'s email address is dd****@****iaa.org

What is Danielle Dahn, Cfp®'s direct phone number?

Danielle Dahn, Cfp®'s direct phone number is +163024*****

What schools did Danielle Dahn, Cfp® attend?

Danielle Dahn, Cfp® attended Northwestern University - Kellogg School Of Management, Gies College Of Business - University Of Illinois Urbana-Champaign.

What skills is Danielle Dahn, Cfp® known for?

Danielle Dahn, Cfp® has skills like Wealth Management, Retirement Planning, Wealth Management Services, Strategic Financial Planning, Estate Planning, Asset Allocation, Finance, Wealth, Crm, Financial Planners, Portfolio Management, Leadership.

Who are Danielle Dahn, Cfp®'s colleagues?

Danielle Dahn, Cfp®'s colleagues are Megan Harris, Mba, Cfp®, Crpc®, Alexandra Brown, David Hart, Matthew Armstrong, Cfp(R), Crps(R), Aif(R), Mary W., Penny Post-Freeman, Robin Jackson Miller.

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