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Captial River Wealth Team

Our Team Is One of the Best

Dan Schiffman Named 2022 Top Financial Security Professional by Forbes

In July 2022, Dan Schiffman was named to the 2022 list of Top Financial Security Professionals and placed in the “Best in State” category for Maryland. Each advisor on this list—selected by SHOOK Research—was subjected to a rigorous vetting process and was chosen based on an algorithm of qualitative and quantitative criteria including in-person interviews; industry experience; compliance records; revenue produced; and assets under management. To learn more about this honor and to read the full article, Click here.

Forbes Top Financial Security Professionals 2021