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Advisor Detail

Dan Rooker

Dan Rooker

Designation: CFP®,CSLP®
Languages: English
Helping student loan borrowers reduce anxiety and increase financial know-how.

Contact Information

3144 N. Spaulding Ave.
Business Phone:
312-625-9681
City: Chicago
State: IL
Zipcode: 60618

Social Information

Business Name:
SLP Wealth LLC

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.

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.
Focus Areas:
Student loans, Budget & debt management, Investment management, Estate planning, Retirement planning
License:
6121324
Other License:
CFP 261362

© 2016-2024 CSLA Institute Board of Standards. All Rights Reserved.

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