SageVest Wealth Management is proud to announce that Dan Serra, CFP®, has been recognized by AdvisorHub as one of the Top 250 RIAs to Watch in 2025. We are thrilled that Dan’s delivery of exceptional service to clients, dedication as a financial advisor, and overall professionalism have been recognized on a national level.
The breadth of Dan’s educational and professional experience brings significant depth to each client relationship. Dan prides himself in communicating complex financial matters in clear terms, relaying key takeaways that translate into real life decisions.
Along with his Certified Financial Planner® professional designation, Dan holds designations as an 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) recognized by the Internal Revenue Service as having expertise in taxation. He has also been named a Five Star Wealth Manager by Five Star Professionals.
Whether you’re retired, accumulating wealth, running a business, or trying to launch the next generation, Dan and the entire SageVest team are here for you. Please contact us to find out how we can help you achieve financial success.
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