Pages

Blogs and Insights

News

People

 Back to All People

Daniel Rojas, CFP®

Senior Associate

Castleton

Client Advisory

Biography

Dan is a Senior Associate in the Indianapolis office. He advises families and individuals on financial planning and investment management, with a focus on tax and estate planning.

Prior to joining Cerity Partners, Dan was a Financial Advisor at a local wealth management firm and a Financial Consultant for Charles Schwab, assisting individuals with personal financial planning and wealth management needs.

Education

  • B.S. in Accounting from Marian University
  • B.S. in Finance from Marian University

Highlights

  • Certified Financial Planner®
  • Chartered Special Needs Consultant®

Request an Introduction to Daniel Rojas

Request an Intro with Daniel Rojas
By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our Client Advisory Colleagues

Your Introduction to a Trusted Financial Partner Awaits

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial and life goals and match you with the advisor most well suited to help.

Dustin Ribergaard's headshot

Dustin Ribergaard

Lead Concierge

Find your ideal financial advisor with our personalized Concierge Program.

Schedule a complimentary discovery call now:

Book Time Online Now

Book your meeting

This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Dustin Ribergaard

Lead Concierge

Dustin Ribergaard's headshot

Thank you for your interest

Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

James Lebenthal

Partner & Chief Equity Strategist

Economic and Market Outlooks

Video: May 2025 Economic & Market Outlook

May 1, 2025 - Partner and Chief Equity Strategist Jim Lebenthal explores how Trump’s “Liberation Day” tariffs may continue to play out in the markets and their impact on…

Paul Chmielewski

Partner

Estate Planning

10 Ways to Protect the Wealth You Have Built 

May 2, 2025 - Regardless of wealth level, everyone's assets are at risk, and it is critical to put together a plan to safeguard them. Learn 10 ways to…

Alexander Dyumin and Joseph Matus

Economic and Market Outlooks

What’s on Our Minds This Week?

April 28, 2025 - Diversification has long helped manage portfolio risk, but recent inflation and fiscal challenges reveal the limitations of the traditional 60/40 stock-bond portfolio and the need…

Learn about our Privacy Policy

By clicking “Schedule Now”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.