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!

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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