Dan Sklar
Senior Wealth Manager @ FourStar Wealth Advisors| Corporate Finance, Investment Management
- Role
- Senior Wealth Manager at Fourstar Wealth Advisors Llc
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Dan Sklar
Dan Sklar, based in Dallas, Texas, is a financial advisor with FourStar Wealth Advisors. He brings more than two decades of experience in the financial industry, previously holding roles at UBS Financial Services, Charles Schwab & Co and JPMorgan Chase. His expertise includes financial planning, portfolio management, and pension consulting. Sklar is registered as an investment advisor in Texas, holding Series 63 and Series 66 certifications.Before joining FourStar Wealth Advisors, Sklar worked at various other financial institutions, which helped him build a diverse set of skills and a broad understanding of different financial strategies. He is known for offering tailored financial advice that meets the specific needs of his clients. His office is located in Plano, a suburb of Dallas.Dan was born and raised in Dallas, Texas. Outside of work, Dan’s interests extend far beyond the world of finance. An amateur musician, chef, and art historian, Dan finds joy in the creative expression that each endeavor offers. Additionally, Dan is an avid traveler, eagerly exploring the diverse cultures and landscapes of the world. Whether playing his saxophone, cello, or piano, experimenting in the kitchen, or just spending time with his 3 teenagers, Dan infuses every aspect of his life with passion and curiosity.
Experience
Senior Wealth Manager
May 2024 — Present · Dallas, TX, US
Education
Harvard University
Architecture
Tufts University
BA, Art History
1994 — 1998
Skills
- Series 7
- Series 63
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