Dan LaRosa, AIF®, QPFC

Investment Advisor Representative / Corporate Retirement Plans

How I Arrived at RWM:

As an advisor specializing in 401(k)s and other corporate retirement plans, it was easy to see that the system was broken; plan sponsors and participants pay excessive fees for non-existent consultation and financial advice. When a colleague introduced me to Kris, I realized that we shared the same principles and I knew right away that I wanted to be a part of what they’re building.  The team at RWM is on the forefront of fixing what’s wrong with the investment advisory world, and I’m excited to be a part of it.

Favorite part of the job:

I love that my role allows me to work with employers from very different industries and walks of life. Helping them understand their fiduciary responsibilities and navigate a myriad of ERISA regulations is great, but my favorite part of the job is educating plan participants and having the opportunity to have a positive impact on their retirement.

Education:

State University of New York at Albany, B.S.B.A. in Management and Marketing

Accredited Investment Fiduciary / AIF®

Qualified Plan Financial Consultant / QPFC

Professional Organizations:

American Society of Pension Professionals & Actuaries / ASPPA

When I’m Not Working:

I live on Long Island with my wife, Lauren, our dog, Sonny, and our newest addition, Emilia.  I’ve recently (and happily) been spending all my free time with my daughter, but anything extra is spent exploring the east end of the island, travelling, or going for a run with Sonny.