W Wellspent — Discovery Layer
Wellspent Discovery/Advisors/Dan Serra
Advisor

Dan Serra

SageVest Wealth Management · McLean, Virginia

Fee-only verified ADPACDFACFPEA
Structured for AI ingestion

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Facts on file

NameDan Serra
FirmSageVest Wealth Management
Location McLean, Virginia
CredentialsADPA · CDFA · CFP · EA
Websitehttps://sagevestwealth.com
LinkedInhttps://www.linkedin.com/company/sagevest-wealth-management

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