Dan Serra (ADPA, CDFA, CFP®, EA)

Planning Specialties

Dan A. Serra, CFP®, integrates financial planning strategies custom to each client to align with their values and goals, guiding them to make smart financial decisions. Dan works with individuals and families, whether starting out in life, preparing for retirement, or managing a secure retirement.

Along with his CERTIFIED FINANCIAL PLANNER® professional designation, Dan holds designations as a Certified Divorce Financial Analyst (CDFA™) to understand the financial aspects of divorce, Accredited Domestic Partnership Advisor (ADPA®) to advise on wealth transfers, taxes, retirement planning, and financial needs for domestic partners and the LGBTQ community, and Enrolled Agent (EA) to be recognized by the Internal Revenue Service as having expertise in taxation.

The breadth of his educational and professional experience brings significant depth to each client relationship. Dan prides himself in communicating complex financial matters in clear terms, communicating key takeaways that translate into real life decisions.

Prior to joining SageVest, Dan had extensive experience with an investment management and trust services firm, as well as a fee-only registered investment advisory firm.

Dan graduated from the University of South Florida with a Bachelor of Arts (BA) degree and the College for Financial Planning with a Master of Science (MS) in Personal Financial Planning.

Outside of work, Dan teaches financial planning courses for Southern New Hampshire University, is an active member of the Financial Planning Association (FPA) and The National Association of Personal Financial Advisors (NAPFA), and previously served on the advisory board for the Journal of Financial Planning. He also volunteers with various youth sports organizations.