Dan Chillemi
Managing Director - Financial Advisor Senior Consulting Group Institutional Consulting Group @Rbc Wealth Management Financial Services Inc
Signup · Get unlimited contacts
WORK HISTORY
Managing Director - Financial Advisor Senior Consulting Group Institutional Consulting Group @Rbc Wealth Management Financial Services Inc
Indianapolis, IN, US
EDUCATION
Butler University
LAS
University of Evansville
LAS
ABOUT DAN CHILLEMI
Financial services has been a passion of Dan’s since 2004. Dan has experience in both defined contribution retirement plans and wealth planning for our individual clients and their families.Dan is a graduate of Butler University, which is where he met his wife, Kate. Dan holds several professional designations, including Chartered Retirement Planning Counselor SM and Chartered Retirement Planning Specialist SM. Dan has been recognized as a Forbes America’s Top Next-Gen Wealth Advisor from2017–2022 and a Forbes America’s Top Next-Gen Wealth Advisors Best-in-State in 2018, 2019 and 2022. He was also named to the Forbes Best-in-State Wealth Advisors list from 2019–2022 and the Financial Times 401 Top Retirement Advisors list in 2019 and 2020.Dan and Kate reside with their three young children, Gabe, Meg and Jessica, in Fishers, Indiana. They are active in their church and community. Dan serves his church as a member of the finance committee and has recently rolled off of the board of directors. Dan and Kate enjoy coaching and organizing youth sportsand doing anything related to running and cycling. They spend most of their leisure time with their family, boating and fishing.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.