Profile Picture

Contact Information

Member Name:
Dan Serra

Firm Name:
Chevy Chase Trust

Address:
7501 Wisconsin Avenue 1500W, Bethesda, MD 20817

Phone:
240-497-5013

E-mail:
dserra@chevychasetrust.com

Website:
http://www.chevychasetrust.com

Biography

Dan Serra is a Certified Financial Planner® professional and Certified Divorce Financial Analyst™ with a Master’s degree in financial planning. He has worked his entire career in the financial industry as an independent fee-only financial planner, with a specialty in divorce financial planning and mediation including knowledge related to same-sex couples as an Accredited Domestic Partnership Advisor™.

Dan is a resource for attorneys and mental health professionals to guide their clients in the transition to a post-divorce lifestyle by providing education on financial matters and projecting the short- and long-term financial and tax consequences of settlements.