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Daniel R
CFP®, Series 63, Series 66
Oak Park, IL
Rook Financial LLC
Daniel Rooker is a CFP® with 12 years of industry experience, currently serving as the sole advisor at Rook Financial LLC. His prior roles include positions at WealthTrace Advisors Inc., SLP Wealth, and Hightower Advisors, LLC. Outside of financial advising, he coaches swim classes at a health and fitness gym in Chicago. Rook Financial LLC is an independent, single-advisor registered investment adviser that offers financial planning, discretionary investment management, and retirement plan consulting to individuals and small-business plan sponsors. The firm focuses on long-term, risk-based asset allocation with broad global diversification and provides both ongoing and project-based financial planning engagements.
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