Daniel Rendler

Background

About Daniel Rendler

For more than five years, Daniel Rendler has guided individuals, and the employees of a major employer through the process of defining their financial goals and developing effective retirement planning and investing strategies. He also has been active in the business prior to becoming a financial advisor, as a marketing consultant and assisting at numerous client events. His role is to not only design a retirement plan that helps meet the needs of each client, but to make sure that they thoroughly understand the factors involved, including their assets, liabilities, taxes, insurance and goals. As a millennial who has incurred student loan debt and paid it off early, has purchased a first home, and is maximizing his retirement plan contributions, Rendler is uniquely qualified to counsel and advise his peers on financial goal setting, planning and effective investing. Rendler has developed a strong sense of people from various cultures through enduring friendships with foreign exchange students and his extensive international travel. While studying abroad in London, he traveled throughout Western Europe and Poland. His travels have also recently taken him to Seoul, South Korea to be in a close friends’ wedding. A University of Wisconsin-La Crosse graduate, Rendler has earned the following professional licenses, registrations and designations: Accredited Investment Fiduciary® (AIF®) Registered Representative and Investment Advisor Representative with COMMONWEALTH Financial Network, a leading independent Broker/Dealer; FINRA 7 & 66 Licensed life and health insurance agent While in college, Daniel competed in cross country and track, and he also represented the university at a regional scientific research conference, presenting his research on hydrogen fuels. He has continued his running, and recently accomplished his goal of completing the 2017 Boston Marathon.