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Daniel Rooner, CFP®

Daniel Rooner, CFP®

Executive Vice President

As a CERTIFIED FINANCIAL PLANNER™ professional I have been helping individuals and businesses build toward a more secure financial future since 2008.

My goal is to build long-term relationships with my clients as I help them address their financial goals in the areas of investment services, risk management and financial strategies. Through my process I aim to help my clients become more confident, organized and successful as they work towards achieving their unique goals.

In addition to the CFP® designation, I actively hold FINRA registrations for the Series 24, Series 7, Series 66, and Maryland Life and Health. I also have obtained a certificate in retirement planning from Wharton Business School.

Prior to my employment with Equitable, I attended the University of Maryland, College Park where I obtained a Bachelor’s degree in Marketing. I am a native of Columbia, Maryland, and currently live in Baltimore with my wife Lauren, and our daughter, Aria. While we do not have any pets of our own, we love animals and you may catch us with a foster dog through our volunteer work with BARCS.