Dan Rooker
Designation: CFP®, CSLP®
Languages: English
Helping student loan borrowers reduce anxiety and increase financial know-how.
Business Information
Nearly every day, I’m in the trenches with borrowers through Student Loan Planner, figuring out how they can tackle their student loans with less anxiety. This is my version of “surgery.” I also run Rook Financial, a subscription-based virtual financial planning practice for healthcare practitioners who have boatloads of student debt, meeting with borrowers monthly to go to the financial gym — and that’s my version of “preventative” care.
Business name: SLP Wealth LLC
Email: dan@slpwealth.com
Business phone: 312-625-9681
Focus areas: Student loans, Budget & debt management, Investment management, Estate planning, Retirement planning
License: 6121324
Other license: CFP 261362
Disclaimer
SLP Wealth LLC is a SEC registered investment adviser. Registration does not imply a certain level of skill or training. The presence of this site page on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by RF in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
- Tel.: 855-826-2752
- Fax: 855-826-2752
- CSLA Board of Standards 7920 Preston Rd, Suite 200 Plano, TX 75024
