Since 2012, Daniel Rendler has guided individuals and the employees of a major employer through the process of defining their financial goals and developing effective retirement planning and investing strategies. He has also been active in the business prior to becoming a financial advisor, as a marketing consultant and assisting at numerous client events.
His role is to not only design a retirement plan that helps meet the needs of each client but to make sure that they thoroughly understand the factors involved, including their assets, liabilities, taxes, insurance, and goals. This education-based approach gives his clients the ability to make well-informed decisions and better manage their plans.
Daniel has developed a keen sense of people from various cultures through enduring friendships with foreign exchange students and his extensive international travel. While studying abroad in London, he traveled throughout Western Europe and Poland. His travels have also recently taken him to Seoul, South Korea, to be in a close friend’s wedding.
A University of Wisconsin-La Crosse graduate, Rendler has earned the following professional licenses, registrations, and designations:
- CERTIFIED FINANCIAL PLANNER® professional certification, which demonstrates competency in tax planning, retirement planning, estate planning, and insurance, and requires ongoing education to retain certification
- Accredited Investment Fiduciary® (AIF®), which demonstrates knowledge and competency in the area of fiduciary standards
- Registered Representative and Investment Advisor Representative with Commonwealth Financial Network, an independent privately owned Registered Investment Advisor; FINRA 7, 24 & 66
- Licensed life and health insurance agent
While in college, Daniel competed in cross country and track, and he also represented the university at a regional science research conference, presenting his research on hydrogen fuels. He has continued running and recently accomplished his goal of competing in the Boston Marathon.
Daniel is a resident of Middleton, Wisconsin. When he isn’t working, he enjoys running and hiking, trying new restaurants in Madison with his wife Rigina, volunteering in the community, and taking their adopted greyhound Lou for walks.