Personalized wealth management, built on trust and accessibility
At Rooney Wealth Management LLC, we partner with individuals and families to provide clear, personalized financial guidance grounded in long-term planning and disciplined investment strategies. Through thoughtful portfolio management, we help clients navigate market fluctuations with confidence—knowing their financial decisions are guided by fiduciary commitment to their goals, values, and long-term financial well-being.
Services
Rooney Wealth offers flexible engagement options, including ongoing investment advisory services and one-time, fee-based financial planning.
Investment Management
Our investment management services combine strategic insight with personalized attention, helping clients navigate their financial journey with confidence. Key services include:
Portfolio management
A diversified portfolio tailored to your financial goals, risk tolerance, values, and time horizon.
Quarterly Meetings
Scheduled check-ins to review performance and make strategic adjustments when goals or personal circumstances evolve.
Dedicated Support
Personalized guidance and access to your financial advisor whenever questions arise, ensuring timely answers and ongoing support whenever you need it.
One-Time, Fee-Based Services
We offer tailored financial planning to meet you where you are and empower your next steps—whether you’re planning for retirement, seeking financial independence, or making decisions around education and legacy goals. Our planning services go beyond basic checklists to deliver clarity, confidence, and actionable strategies. Select one or more Financial Planning Services:
Retirement Blueprint
Personalized retirement planning support designed to help you transition into retirement with clarity.
Financial Independence Fast Track
Strategic planning to explore and evaluate multiple routes to financial independence, aligned with your lifestyle priorities, values, and timeline.
Investment and Tax Tune-Up
A comprehensive review review of your investment portfolio and tax strategy to ensure they are coordinated, efficient, and aligned with your long-term objectives.
Next Generation
Personalized planning support to help families prepare children or grandchildren for lasting financial confidence and long-term success.
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.
