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Daniel R
Series 65
Sacramento, CA
Rooney Wealth Management
Daniel Rooney is the sole advisor at Rooney Wealth Management, an independent advisory firm based in Sacramento, CA. He holds a Series 65 designation and has one year of experience in financial advising. Prior to founding his firm, he worked in various educational roles, including teaching positions at the San Francisco Unified School District and San Luis Coastal Unified School District. He maintains a teaching credential and occasionally substitutes teaches. Rooney Wealth Management serves individuals and high-net-worth clients, providing fee-only investment management and comprehensive financial planning. The firm uses a combination of fundamental and technical analysis with modern portfolio theory and incorporates both passive and active investment strategies, including the use of derivatives such as covered-call writing and cash-secured puts in separately managed accounts.
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