Dan Rooker
Designation: CFP®, CSLP®
Languages: English
# 1. reduce student loan anxiety through creating a plan
# 2. observe the impact of your student loans on the long-term by creating a financial plan
# 3. habit-stack your financial literacy through accountability conversations for things you want to accomplish between now and becoming a 1%er
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: Rook Financial
Email: drooker@rookfinancial.com
Business phone: 312-625-9681
Focus areas: Student loans, Budget & debt management, Investment management, Comprehensive financial planning
License: 6121324
Other license: CFP 261362
Disclaimer
Rook Financial LLC (“RF”) is a registered investment advisor offering advisory services in the State of Illinois and in other jurisdictions where exempted. 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
