Daniel Stolfa
Lakeville
Summary
Experienced personal financial advisor specializing in personalized financial planning and investment strategies. Proficient in client needs assessment, financial analysis, and portfolio management to enhance asset growth while minimizing risk. Proven track record of building strong client relationships, resulting in sustained engagement and successful achievement of financial objectives. Dedicated to ongoing education and market trend analysis to deliver informed financial advice.
Overview
29
29
years of professional experience
1
1
Certification
Work History
Senior Wealth Advisor
Centura Wealth Advisory
Greater Minneapolis-St. Paul Area
10.2024 - Current
- Centura Wealth Advisory is a wealth management firm serving individuals, families and institutions seeking a planned, precise and purposeful approach to looking out for your financial future. Located in San Diego, California, Centura serves ultra-high net worth clients. Our Liberated Wealth process is designed to unburden your financial headaches and provide a methodical, transparent and accountable approach to achieving your financial goals. CCG Wealth Management LLC ("Centura") is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Centura and its representatives are properly licensed or exempt from licensure. For additional information, please visit our website at https://centurawealth.com/.
Managing Director
Evercore Wealth Management, LLC
Greater Minneapolis-St. Paul Area
08.2018 - 10.2024
- Managing Director and Wealth & Fiduciary Advisor at Evercore Wealth Management in Minneapolis and Evercore Trust Company, N.A. Working with families, business owners, executives, foundation executive directors, board members, Interim CFOs, trust fiduciaries, EOS Implementors, and high net-worth individuals across the country to identify financial planning needs, succession planning, wealth management needs and implement solutions.
Private Wealth Advisor
Stiles Financial Services, Inc.
Greater Minneapolis-St. Paul Area
11.2016 - 08.2018
- Establishing long term client relationships creating custom, detailed and solutions and strategies to guide clients toward achieving their dreams and goals. Clients include small business owners, EOS, board members, CFO, CEO, and foundations.
Financial Advisor
Stolfa Wealth Management
Greater Minneapolis-St. Paul Area
01.2015 - 10.2016
- Worked with families, business owners, executives, foundation executive directors, board members, Interim CFOs, trust fiduciaries, EOS Implementors, and high net-worth individuals across the country to identify financial planning needs, succession planning, wealth management needs and implement solutions.
Private Wealth Advisor
Anchor Bank, N.A.
Greater Minneapolis-St. Paul Area
08.2013 - 12.2014
Financial Advisor - PBIG
Merrill Lynch
06.2006 - 08.2013
- Part of Merrill Lynch's ultra-high net work Private Bank working with families, business owners, executives, foundation executive directors, board members, Interim CFOs, trust fiduciaries, EOS Implementors, and high net-worth individuals across the country to identify financial planning needs, succession planning, wealth management needs and implement solutions.
Financial Advisor
Piper Jaffray
08.2004 - 06.2006
- Working with families, business owners, executives, foundation executive directors, board members, Interim CFOs, trust fiduciaries, EOS Implementors, and high net-worth individuals across the country to identify financial planning needs, succession planning, wealth management needs and implement solutions.
Attorney
Arete Law Group
06.2002 - 08.2004
Senior Tax Specialist
KPMG
10.2000 - 06.2002
Attorney
Sjoberg & Tebelius
06.1997 - 10.2000
Education
LL.M. - Taxation
Mitchell Hamline School of Law
St. Paul, MN12-1999
J.D. -
Mitchell Hamline School of Law
St. Paul, MN06-1999
BS - History/English
University of Wisconsin-Madison
High School/Secondary Diplomas and Certificates -
Eden Prairie Senior High School
Racine St. Catherine's
Skills
- Tax strategies and optimization
- Financial planning and investment
- Client relationship management
- Portfolio and asset management
- Fiduciary responsibility
- Effective communication skills
- Team collaboration and problem solving
- Time management and organization
- Estate and retirement planning
- Trust and charitable services
- Wealth preservation strategies
- Insurance and education funding
- Business succession planning
- Performance reporting
Websites
Certification
Certified Financial Planner
Timeline
Senior Wealth Advisor
Centura Wealth Advisory
10.2024 - Current
Managing Director
Evercore Wealth Management, LLC
08.2018 - 10.2024
Private Wealth Advisor
Stiles Financial Services, Inc.
11.2016 - 08.2018
Financial Advisor
Stolfa Wealth Management
01.2015 - 10.2016
Private Wealth Advisor
Anchor Bank, N.A.
08.2013 - 12.2014
Financial Advisor - PBIG
Merrill Lynch
06.2006 - 08.2013
Financial Advisor
Piper Jaffray
08.2004 - 06.2006
Attorney
Arete Law Group
06.2002 - 08.2004
Senior Tax Specialist
KPMG
10.2000 - 06.2002
Attorney
Sjoberg & Tebelius
06.1997 - 10.2000
LL.M. - Taxation
Mitchell Hamline School of Law
J.D. -
Mitchell Hamline School of Law
BS - History/English
University of Wisconsin-Madison
High School/Secondary Diplomas and Certificates -
Eden Prairie Senior High School
Racine St. Catherine's