Dan Serra, CFP®, CDFA™, ADPA®, EA
Dan Serra, CFP®, CDFA™, ADPA®, EA

Dan Serra, CFP®, CDFA™, ADPA®, EA


Dan A. Serra, CFP®, integrates financial planning strategies custom to each individual and family to align with their values and goals, educating clients to make smart financial decisions. He brings additional skills on the intricacies of a variety of family structures to better serve blended family, divorced, widowed, unmarried and LGBT clients, whether starting out in life 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 LGBT 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 degree and the College for Financial Planning with a master’s degree in Personal Financial Planning.

Outside of work, Dan teaches financial planning courses for Southern New Hampshire University, serves on the advisory board for the Journal of Financial Planning, is an active member of the Financial Planning Association (FPA) and volunteers with various youth sports organizations.



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