Dan A. Serra, CFP, integrates financial planning strategies custom to each client to align with their values and goals, guiding them to make smart financial decisions. Dan works with individuals and families, whether starting out in life, preparing for retirement, or managing a secure retirement. Along with his Certified Financial Planner professional designation, Dan holds designations as an Accredited Domestic Partnership Advisor (ADPA) to advise on wealth transfers, taxes, retirement planning, and financial needs for domestic partners and the LGBTQ community, and Enrolled Agent (EA) to be recognized by the Internal Revenue Service as having expertise in taxation. The breadth of his edu