Dan Serra CFP®
Vice President

 

Tel: 240.497.5013

 

Dan advises clients in the areas of financial and estate planning.

Prior to joining Chevy Chase Trust in 2014, Dan served as Senior Advisor at Freed Advisors. Before that, Dan was a wealth manager with an independent fee-only firm near Dallas, Texas, and a business and financial journalist for daily metro newspapers.

Dan has advanced skills in the financial intricacies of divorce, including tax, the division of assets and property, and cash flow planning both before and after divorce as well as wealth management for LGBT, blended families and unmarried couples.

Dan received his undergraduate degree from the University of South Florida, and his graduate degree from the College for Financial Planning. He is a member of the Financial Planning Association and the Institute for Divorce Financial Analysts.

Important Disclosures