Dan  Serra,  CFP<sup>&reg;</sup> - Financial Advisor

Dan Serra, CFP®

CDFA, ADPA, EA

Certified Financial Planner

Chevy Chase Trust

7501 Wisconsin Ave, 1500W
Bethesda, MD 20814
FINANCIAL ADVISOR'S WEBSITE
(240) 497-5013 CONNECT WITH Dan
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General

Dan Serra is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Chevy Chase Trust in Bethesda, MD and the surrounding communities.

Financial Advisor Overview

Dan advises clients in the areas of financial and estate planning. He thrives in helping prepare valued clients for retirement and managing retirement income, with a tilt toward tax planning and risk management. He supports individuals and families to overcome financial challenges and create a healthy relationship with money to foster lifetime peace. He has special skills in the intricacies of divorce that help him understand the challenges of post-divorce financial planning, including tax, division of assets and property, and cash flow planning, as well as a specialized education in financial and investment planning for LGBT and unmarried couples.

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Financial Advisor Experience

Certified Financial Planner professional since 2008 exclusively with fee-only planning firms. In his prior career, Dan was a Business and Financial journalist for daily metro newspapers. He has a Masters Degree in Personal Financial Planning and is a member of the Financial Planning Association, the Institute for Divorce Financial Analysts and the Montgomery County Collaborative Dispute Resolution Professionals.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Divorce Financial Analyst, Accredited Domestic Partner Advisor, IRS Enrolled Agent

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Estate Planning, Investment Management, Government & Military, Getting Divorced, Getting Married, Life Planning, Retirement, Stocks & Bonds, Nontraditional Households, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources