Daniel A. Rojas

CFP®, ChSNC®

"You should never be defined by what you do, by the things you have; you've got to define yourself by who you are and who you impact and how you impact people". – Tony Dungy. I strive to help people live impactful lives.

8350 S. Emerson Avenue Suite 140 Indianapolis, IN 46237
317-449-2040

Dan has been involved in the financial services industry since 2017. Prior to joining Savant, he was a financial advisor with a local planning firm. Before that, he was a financial consultant with Charles Schwab.

Dan earned a bachelor’s degree in accounting and finance from Marian University in Indianapolis. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Special Needs Consultant® (ChSNC®).

Dan is a board member of Escala Foundation, a nonprofit that supports the Hispanic and Latino communities, and serves on the Finance Committee of Indy Reads. He is married to Alexis and has four siblings, six nephews, and one niece. Dan enjoys watching sports and was a two-time NAIA national football champion for the Marian Knights.


Education &
Designations

  • Marian University, Indianapolis, IN
    Bachelor’s in Accounting and Finance
  • CERTIFIED FINANCIAL PLANNER™ professional
  • Chartered Special Needs Consultant® (ChSNC®)

Affiliations &
Community Service

  • Escala Foundation – board member
  • Indy Reads – Finance Committee member

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.