Dan Rooker

Dan Rooker, CFP® CSLP®, serves as a Partner at SLP Wealth since May 2023, where the focus is on assisting borrowers in developing adaptable financial plans. As a Consultant at Student Loan Planner since February 2021, Dan aims to alleviate student loan borrower anxiety through one-hour consultations. Previously, Dan founded Rook Financial LLC and held advisory roles at Private Vista LLC, Clune & Associates, and The Next Level Planning Group. Initial experience includes a wealth management assistant position at Stratos Wealth Partners and internships at Summit Financial Strategies and Leverone Capital Partners. Dan completed a Bachelor of Arts in Physics at Kenyon College from 2008 to 2012.