Dan Sperow
Managing Director - Investments, Financial Advisor at Wells Fargo Advisors
- Role
- Private Wealth Financial Advisor Managing Director- Investments at Wells Fargo Advisors
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Dan Sperow
Helping Clients Build, Manage, Preserve, and Transition Wealth by - Listening and understanding our clients’ financial needs, goals and objectives- Developing strategies and solutions to assist them with the four cornerstones of wealth:• Investments • Cash and Liability Management• Risk Management• Estate Investment Planning - Providing independent, objective and unbiased advice in a cost-effective manner- Reviewing and evaluating customized plans for each client and recommending adjustments if needed to their plans given material changes in the markets or major changes in their lives and the lives of their family members.Please visit our website at for information about our practice and the services we provide to our clients. CA Insurance Producer License Number 0K33123. Resident State: NC.Please Contact me by e-mail d••••••••@wellsfargo.com or by phone 70••••••07. I cannot respond to messages through LinkedIn InMail.This information is intended for use by residents of AL, AZ, CA, CT, DC, DE, FL, GA, HI, IL, KY, MD, MI, MO, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA, VT, and WI and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Experience
Private Wealth Financial Advisor Managing Director- Investments
Oct 1998 — Present
Education
Yale School of Management
Certified Private Wealth Advisor, CPWA®, Investments & Wealth
2020 — 2021
The Wharton School
Certified Investment Management Analyst Program, CIMA®, Investments and Securities
2013 — 2013
Miami University of Ohio
B.S, Business Administration
1994
Skills
- Retirement
- 401k Rollovers
- Retirement Planning
- Alternative Investments
- Investments
- 401k Planning
- Wealth Preservation Planning
- College Savings Plans
- Asset Allocation
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