Daniel Sciarretta, CFP®
Charlotte, North Carolina, United States
678 followers
500+ connections
Charlotte, North Carolina, United States
678 followers
500+ connections
Activity
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What do Mollie Swann CPA, James Serrano CFP® MSEEM, and Jun Shim, CFP®, EA have in common? They are all celebrating their one-year work anniversary…
What do Mollie Swann CPA, James Serrano CFP® MSEEM, and Jun Shim, CFP®, EA have in common? They are all celebrating their one-year work anniversary…
Liked by Daniel Sciarretta, CFP®
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Join us in officially welcoming Corey Dodgson to Modera Wealth Management. Corey joined our Charlotte office earlier this year as a senior human…
Join us in officially welcoming Corey Dodgson to Modera Wealth Management. Corey joined our Charlotte office earlier this year as a senior human…
Liked by Daniel Sciarretta, CFP®
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Modera Wealth is pleased to announce that Samantha Cruzado has joined our Southern Pines office as a client operations associate on our operations…
Modera Wealth is pleased to announce that Samantha Cruzado has joined our Southern Pines office as a client operations associate on our operations…
Liked by Daniel Sciarretta, CFP®
Experience
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Education
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San Diego State University-California State University
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Activities and Societies: SDSU Financial Planning Association, Scholars without Borders Honorary Society, Kappa Alpha Order
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Activities and Societies: La Trobe University Baseball Club
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Licenses & Certifications
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Series 65 - Uniform Investment Adviser Law Examination
Financial Industry Regulatory Authority (FINRA)
Issued
Organizations
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Financial Planning Association
Member
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More activity by Daniel
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It is time to say Goodbye – Thank you. After 24 great years, I will be leaving Charles Schwab next week to pursue a personal goal of mine of which I…
It is time to say Goodbye – Thank you. After 24 great years, I will be leaving Charles Schwab next week to pursue a personal goal of mine of which I…
Liked by Daniel Sciarretta, CFP®
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Last week, almost our entire staff of over 200 joined together for an offsite retreat. The week began with the executive leadership team meeting to…
Last week, almost our entire staff of over 200 joined together for an offsite retreat. The week began with the executive leadership team meeting to…
Liked by Daniel Sciarretta, CFP®
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Ahead of Earth Day, some of our colleagues from Boston spent the afternoon with the Esplanade Association at the 25th Annual Charles River Cleanup…
Ahead of Earth Day, some of our colleagues from Boston spent the afternoon with the Esplanade Association at the 25th Annual Charles River Cleanup…
Liked by Daniel Sciarretta, CFP®
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Your "land of wealth" may be different from your partner's. But does that have to be a deal-breaker? This week, Wes Brown and Dr. Sonya Lutter…
Your "land of wealth" may be different from your partner's. But does that have to be a deal-breaker? This week, Wes Brown and Dr. Sonya Lutter…
Liked by Daniel Sciarretta, CFP®
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One way of ensuring that Altair continues to remain an independent, employee-owned firm is by extending ownership opportunities to new partners. To…
One way of ensuring that Altair continues to remain an independent, employee-owned firm is by extending ownership opportunities to new partners. To…
Liked by Daniel Sciarretta, CFP®
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Excited to get this one across the finish line! Thanks to everyone involved and we look forward to continuing the revitalization of downtown New…
Excited to get this one across the finish line! Thanks to everyone involved and we look forward to continuing the revitalization of downtown New…
Liked by Daniel Sciarretta, CFP®
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Please pardon this enthusiastic dad moment – Congratulations to our brilliant and talented daughter, Jessie Arnell, who just graduated from…
Please pardon this enthusiastic dad moment – Congratulations to our brilliant and talented daughter, Jessie Arnell, who just graduated from…
Liked by Daniel Sciarretta, CFP®
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So proud to accept the Private Asset Mangement Award on behalf of the whole team at Risclarity for Best Technology platform for family offices.
So proud to accept the Private Asset Mangement Award on behalf of the whole team at Risclarity for Best Technology platform for family offices.
Liked by Daniel Sciarretta, CFP®
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Discussing the future of #FinTech and #WealthTech with Mark Wickersham at Rise, created by Barclays
Discussing the future of #FinTech and #WealthTech with Mark Wickersham at Rise, created by Barclays
Liked by Daniel Sciarretta, CFP®
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Last Wednesday, we celebrated Altair’s 20th Anniversary at Z Bar at The Peninsula Hotels! Thank you to everyone who joined us for this incredible…
Last Wednesday, we celebrated Altair’s 20th Anniversary at Z Bar at The Peninsula Hotels! Thank you to everyone who joined us for this incredible…
Liked by Daniel Sciarretta, CFP®
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