Dan Rooker, CFP®, CSLP® Rook Financial LLC

About Dan Rooker, CFP®, CSLP®

I realized not too long ago that early career professionals, especially healthcare providers, are under a lot of pressure to “show up” on their own, with their finances. You could imagine that many of these same individuals are also burdened with student loans. The financial planning industry doesn’t have incentive to provide qualified advice to individuals who not only haven’t had time to accumulate wealth, but also start behind everyone else when you count their debt. It’s this ‘gap’ in qualified advice that, to me, represents an opportunity to provide meaningful service.”​

With the advances made in technology in recent years, I also realized that financial planning could be easier, more affordable, and as we hope you’ll soon see, more enjoyable.

Also, your month-to-month commitment is a lot bigger than it seems. We donate a portion of all monthly revenue received to charitable organizations. Thank you!

Contact this advisor

Ideal Clients

  • Gen Y/Millennials
  • Graduate Degree
  • Student Loan Debt
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Hourly

Fee Options

  • Monthly Fee: $100+/mo
  • Quarterly Fee: $300+/qtr
  • Hourly Fee: $300+/hr

SEC Records

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