Daniel Rooner
Certified Financial Plannertm Professional at Equitable Advisors
Based in Columbia, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Columbia
Industry
Financial Services
Company size
4.3K
Contact information
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d•••••••@equitable.com
Phone
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Background
About Daniel Rooner
As a CERTIFIED FINANCIAL PLANNER™ professional I have been helping individuals and businesses build toward a more secure financial future since 2008. My goal is to build long-term relationships with my clients as I help them address their financial goals in the areas of investment services, risk management and financial strategies. Through my process I aim to help my clients become more confident, organized and successful as they work towards achieving their unique goals. In addition to the CFP® designation, I actively hold FINRA registrations for the Series 24, Series 7, Series 66, and Maryland Life and Health.I also have obtained a certificate in retirement planning from Wharton Business School. Prior to my employment with Equitable, I attended the University of Maryland, College Park where I obtained a Bachelor’s degree in Marketing. I am a native of Columbia, Maryland, and currently live in Baltimore.
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