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Home > Financial Planner Directory > Maryland > Chevy Chase > Daniel Serra, CFP®, MS, CDFA, ADPA
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Daniel Serra, CFP®, MS, CDFA, ADPA

Freed Advisors

2 Wisconsin Cir
Ste 530
Chevy Chase, MD 20815
Phone: (301) 657-1700

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Household Income Minimum: $150,000
Investable Asset Minimum: $1,500,000

Specialties
  • Comprehensive Financial Planning
  • Getting Divorced
  • Retirement
  • Sudden Wealth
  • Nontraditional Households
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.