Dan Roberts is a Financial Consultant and Portfolio Manager at Reno Tahoe Wealth Management. He is a proud graduate of Oregon State University and later achieved the CFP® designation. His experience and dedication play a pivotal role in guiding clients through the complexities of wealth growth and protection.
Born and raised in Reno, NV, Dan has a deep-rooted connection to the area he serves, bringing a personal touch to his professional endeavors.
This holistic approach to financial planning and wealth management has earned him the trust and respect of his clients. Dan finds great satisfaction in portfolio management, where he leverages his acumen and attention to detail to help his clients.
Education & Credentials:
- Oregon State University Graduate
- CERTIFIED FINANCIAL PLANNER™
Personal Life & Interests:
- Enjoys traveling, golfing, hiking, hunting, and snowboarding
- Dan is a board member and proud supporter of the Boys and Girls Club of Truckee Meadows
- Dan is married and has two sons
