DANIEL ROONEY
Managing Director
Northwestern Mutual
An expert in wealth preservation and retirement planning, Daniel Rooney and his team are passionate about helping others achieve a fulfilling and fruitful life. They work with clients entering each chapter of life, helping them to realize their goals and make progress towards a financially sound future. Rooney’s specialty is in working with medical device professionals, physicians, attorneys and business owners to uncover the tailored solutions best suited to each party’s needs. Naturally a creative thinker, Rooney’s unique approach to planning is defined by choice and optionality.
Rooney and his team’s focus is rooted in financial security for private wealth clients. From investments, risk management, paying down student loans, funding college for kids or buying a home, and everything in-between. Rooney works to educate and empower his clients to take action on building a holistic and comprehensive plan that fits their needs.
