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Services

Financial Planning Bundles

Retirement Blueprint

Choosing to retire can be challenging. This is your one stop shop for creating a plan that makes sense for you.

Financial Independence, Retire Early: Fast Track

The “FIRE” movement is more popular than ever as people are questioning their desire to give such a large chunk of their time to an employer. This bundle will provide you a variety of routes for retiring at different levels of wealth.

Investment and Tax Tune-Up

Are you already managing your own portfolio but wondering if it is balanced and in line with your goals? This bundle is for you.

Financial Future for Kids

A one-stop-shop to creating a plan for your kids or grandkids to enable you to set them up for a life of financial success. This bundle goes beyond saving for college, but could be used if you yourself are looking to go back to school.

Investment Management

This ongoing service enables Rooney Wealth to manage your investments for you. A personalized hands-off approach to meeting your financial goals.

Portfolio management

A balanced portfolio tailored to your financial goals and values managed by Rooney Wealth.

Quarterly Meetings

You will meet with Rooney Wealth quarterly for a portfolio review and opportunity to fine-tune you financial goals.

Goal Setting

You may have specific goals or you may need help defining them. We will periodically review what’s happening with your finances to make sure your goals are being met.

About

Dan Rooney

As a former elementary school teacher in San Francisco, I know firsthand what it means to live and thrive on a disciplined budget. Teachers don’t earn lavish salaries, and my professional experience made me highly adept at making every dollar work hard—not just for myself, but for my friends and family. Founding Rooney Wealth Management LLC has formalized this passion, allowing me to bring that same focus, discipline, and practical knowledge to managing your financial life.

I hold the Series 65 license, qualifying me as an Investment Adviser Representative. I chose this specific designation because it ensures I can legally act as a fiduciary—always putting your interests first—to develop comprehensive financial plans and actively manage your investments. I hold a bachelor’s degree from UC Santa Cruz and a master’s degree from the University of San Francisco.

I am based in Sacramento and proudly serve clients throughout the entire state. In my free time I enjoy trying new coffee shops and taking my adult kickball league too seriously.

FAQ

Where do we begin?

You don’t need to have it all figured out. Whether you came looking for a financial advisor, or one of my services resonated with you, we will start with a conversation and go from there.

Are you a fiduciary?

Yes, absolutely. As a Registered Investment Adviser Representative (Series 65), I am legally and ethically bound to act as a fiduciary for my clients at all times. This means I must always put your financial interests first—period. This is a crucial distinction from traditional brokerage firms.

What are your prices? Is there a minimum?

Financial planning bundles each have a fixed fee that we will determine based on your specific situation. Investment management services are charged as a percentage of Assets Under Management and is negotiable. There is no account minimum for investment management services. More information can be found here.

Who is your ideal client?

My ideal client is someone who is serious about achieving financial security through smart, disciplined planning.
As a former educator, I have a passion for working with teachers and other public-sector employees who need specialized help navigating complex retirement benefits like pensions, 403(b)s, and 457 plans.
Ultimately, I serve individuals and families across California who are actively building wealth and appreciate an advisor who understands the value of a hard-earned dollar.

Start your path to financial freedom

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