We’re Top Ranked by Forbes
Dan Schiffman Named 2024 Top Financial Security Professional by Forbes
Our team is extremely excited to share that Dan Schiffman has been named a Top Financial Security Professional by Forbes. He was featured in their recently published Best-In-State list for Maryland, marking the third consecutive year on the list after being named in 2022 and 2023. Each advisor on this list—selected by SHOOK Research—was subjected to a rigorous vetting process and was chosen based on several qualitative and quantitative criteria including in-person interviews, industry experience, compliance records, and assets under management.
Forbes Best-in-State Top Financial Security Professionals list (July 2023), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 12/31/2022. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.
Capital River Wealth Management named December 2023 Member of the Month by the Frederick County Chamber of Commerce. Click here to read the conversation with the Frederick Chamber.
Published Articles
Over the years, Dan has had the privilege of speaking to several publications about his experience as a Wealth Management Advisor. Click below to see Dan featured in several recent articles.
- Table of Experts, Wealth Management, click here. Baltimore Business Journal, September 21-27, 2018
- Is long-term care a big risk to retirement?, click here. The Daily Record, October 2, 2015.
- Paying for College Doesn't Have to Hurt Your Retirement Plans, click here. Baltimore Business Journal, May 21, 2015.
