Daniel Fetterolf, CFA, CFP

Daniel Fetterolf, CFA, CFP is a financial planner in Greenville, SC, serving as a Senior Vice President for Wealth Management, Senior Portfolio Manager, and Retirement Plan Consultant. He works with a diverse range of clients, including entrepreneurs, business owners, medical professionals, sales executives, corporate retirement plans, foundations, endowments, and business assets. His service model focuses on listening to client priorities and concerns before constructing customized financial plans and unique investment strategies. He implements these plans through disciplined monitoring and tactical adjustments to help clients reach their goals. Fetterolf holds the Chartered Financial Analyst designation and is a Certified Financial Planner practitioner. He earned a B.A. from Bob Jones University in 2002 and completed two years of graduate work. As a native of Greenville, he is active in the local community, having served as past President of the Crime Stoppers of Greenville board and the CFA Society SC board. He and his wife are involved in their local church ministry, and he enjoys distance running, having qualified for the Chicago, Boston, and Berlin Marathons.

The office is located at 17 West McBee Avenue in Poinsett Plaza, Greenville, SC 29601. Contact information includes the phone numbers (864) 241-8515, (800) 726-5222, and (855) 323-5710, with a fax line at (855) 323-5710.

Fetterolf’s approach emphasizes integrity, prudence, and accessibility, aiming to act as a financial advocate who asks critical questions to understand each client’s specific situation. His credentials and experience allow him to guide individuals and institutions through complex financial landscapes, including defined compensation plans for businesses. His local roots and community involvement in Greenville, SC, underscore his long-term connection to the area he serves.