BS, Financial Services, San Diego State University
CERTIFIED FINANCIAL PLANNER™ certificant
Enjoys playing in adult baseball leagues, golfing, exploring Chicago, and traveling to new places
Daniel J. Sciarretta
As a Senior Consultant, Daniel J. Sciarretta works with the managing directors to provide investment advice to wealthy individuals, families, and foundations. Prior to joining Altair, Dan worked as an Analyst at RegentAtlantic, a similarly sized Registered Investment Advisor in Northern New Jersey. He served on the firm’s Financial Planning Committee and worked closely with clients, providing comprehensive investment, tax, and estate planning advice.
Dan is a California native, growing up in the San Francisco Bay Area and earning his BS in Financial Services from San Diego State University. After completing SDSU’s Personal Financial Planning Program, he became a CERTIFIED FINANCIAL PLANNER™ professional and began a career in Wealth Management.
Dan resides in Chicago’s West Loop neighborhood.