At Roebuck Consulting, we pride ourselves in being a reliable source for financial planning. Our team members not only offer detailed financial advice, but also a commitment to professionalism and integrity.
Choose us to provide you with trustworthy financial planning services.
Our Vision
Roebuck Consulting is committed to providing unparalleled service, integrity, and devotion to finding the best solutions for our clients.
Our Approach
We take a holistic approach to your financial situation and thoroughly analyze where you are- and create a road map to where you want to be.
Meet Dan
DAN ROEBUCK
FINANCIAL PLANNER & STRATEGIC ADVISOR
Dan’s professional journey began in the automotive industry after graduating with a degree in Automotive Technology. During his two-decade career he ascended from Parts Wholesale Specialist to Fixed Operation Director, overseeing operations that generated over $10 million in annual revenue.
In 2018 Dan shifted careers to finance, joining a sizable financial firm as Chief Operating Officer & Chief Compliance Officer where he played a pivotal role in overseeing assets worth over $200 million.
After several years of significantly growing that firm’s valuation, Dan started Roebuck Consulting. He then passed the Series 65 exam, a critical certification that qualifies him to provide investment advice as a fiduciary. This designation underscores his commitment to prioritizing his client’s best interests while offering holistic financial planning. His goal is to help as many individuals and businesses as possible to maximize growth, hedge against risk, and secure their financial futures.
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Dan’s diverse background also includes experience in wholesale real estate, mergers & acquisitions, and marketing. As a lifelong student, he has dedicated hundreds of hours to studying finance, business strategies, automotive systems, and health and wellness. Dan lives in Chesapeake, VA with his wife and two children, where they enjoy pushing their physical & mental boundaries, traveling, reading and gaming.
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Dan invites you to leverage his extensive expertise and passion for learning to achieve your financial goals and secure a prosperous future.