Rockville, Maryland – Vintage Financial Partners, a distinguished financial services firm, is excited to announce that Daniel C. Ronis, CFP®, CRPS™, CLTC®, has joined the team as a Financial Advisor. With nearly a decade of experience and a steadfast commitment to client success, Daniel brings extensive expertise in financial planning and a collaborative approach to serving clients’ needs.
Daniel began his career in 2014 at Merrill Lynch, where he completed their comprehensive 3-year practice management development program. Since then, he has cultivated a robust skill set in financial planning for individuals and families, retirement plan design assistance and implementation support for business owners, and long-term care planning to address rising healthcare costs.
In addition to his professional experience, Daniel holds several highly regarded designations, including the Certified Financial Planner™ certification (CFP®), the Chartered Retirement Plan Specialist™ designation (CRPS™), and the Certification in Long-Term Care (CLTC®). These credentials underscore his dedication to providing comprehensive, personalized solutions that align with each client’s unique goals.
“We are thrilled to welcome Daniel Ronis to the Vintage Financial Partners team,” said Jordan Kraus, Equity Partner of Vintage Financial Partners. “Daniel’s expertise, coupled with his client-first philosophy, makes him an outstanding addition to our firm. His ability to listen, collaborate, and create strategic financial plans perfectly aligns with our mission to empower clients in achieving their financial goals.”
Daniel commented, “Joining Vintage Financial Partners is an exciting opportunity to collaborate with a team that shares my commitment to transparency, collaboration, and pursuing excellence. I look forward to building strong relationships with our clients and helping them navigate the complexities of financial planning.”
Daniel is a graduate of the University of Maryland’s Smith School of Business, where he earned a double major in Finance and Information Systems. He holds Series 7 and 66 securities licenses through LPL Financial. Outside of work, Daniel enjoys golfing, traveling, and exploring the vibrant restaurant scene in Washington, D.C.
For more information about Vintage Financial Partners and its services, please visit www.vintagefinancialpartners.com or contact 240-283-7879.
About Vintage Financial Partners:
The advisors at Vintage Financial Partners offer comprehensive financial strategies and investment planning to families, business owners, and individuals, managing over half a billion dollars in assets as of January 15, 2025. The firm is dedicated to helping clients make informed financial decisions that align with their values and positively impact their lives and communities.
About LPL Financial:
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 28,000 financial advisors, and approximately 1,200 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
*No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2024); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.
Media Contact:
For inquiries, please contact the Vintage Financial Partners office at 240-283-7879 or email Taylor@VintageFP.com.