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Dan Rooker

Here at Private Vista, our goal is to help you not only achieve your financial goals, but also your life goals. Your financial decisions should not be made in a vacuum, and we work side by side with you to ensure your full picture is taken into consideration.


1 N. LaSalle Street, 33rd Floor ,  Chicago, IL   630-283-9266  
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Dan Rooker

Here at Private Vista, our goal is to help you not only achieve your financial goals, but also your life goals. Like many financial advisors, we have extensive financial planning and investment strategy experience to apply to a broad range of financial issues.

However, unlike many advisors, our work does not stop there. Your financial decisions should not be made in a vacuum, and we work side by side with you to ensure your full picture is taken into consideration.

Right from the start, you’ll see the evolved approach we take in learning about you, your family, your business, and whatever else is important to you. You’ll find that beyond your original financial questions, we will also help you with the bigger picture – imagining the life you want, and then helping you reach that vision.

We’ll use our comprehensive financial services capabilities and our unique life planning tools and resources to provide you with counsel unlike any other firm. We have aligned our financial and life resources to help you achieve the goal of leading your enriched life – your Private Vista.

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About

Designations: CFP, CSLP

FINRA/CRD: 261362

Languages: English


Focus Areas

  • Student loans
  • Comprehensive financial planning
  • Budget and debt management
  • Investment management
  • Estate planning
  • Retirement planning