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Daniel S
Series 65
Palos Park, IL
Servant's Heart Financial Planning
Daniel Sargis is the principal of Servant's Heart Financial Planning and holds a Series 65 designation. He has over a decade of experience with the US Nuclear Regulatory Commission and began his financial advising career in 2025. Servant's Heart Financial Planning is an independent, single-practitioner firm providing fee-only financial planning and investment management services to individuals and high-net-worth clients. The firm uses a goal- and asset-allocation driven investment approach that incorporates both passive and active strategies, and offers both portfolio management and standalone financial planning services.
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