Daniel Sperow
Private Wealth Financial Advisor at
Wells Fargo Advisors
Years of Experience
28 years
Member Since
2025
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
I believe managing significant wealth means understanding complexities, and our clients are backed by a team dedicated to navigating those challenges with precision.
Clientele
Services Provided
Investment Management
Investment Planning
Estate Planning Strategies
Retirement Planning
Specialties and Expertise
Credentials and Designations
Certified Financial Planner™
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Certified Investment Management Analyst®
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Certified Private Wealth Advisor®
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Pricing Models
Education
Yale University
Certified Private Wealth Advisor Program
Obtained in 2021
The Wharton School
Certified Investment Management Analyst Program
Obtained in 2013
Miami University of Ohio
Business Administration
Obtained in 1994
Advisor Links
Disclosures and Proof of License
Advisor Disclosure
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
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Investment and Insurance Products are:
- Not Insured by the FDIC or Any Federal Government Agency
- Not a Deposit or Other Obligation of, or Guaranteed by, the Bank of Any Bank Affiliate
- Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested