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    • Home
    • About Us
      • Our Team
      • The Quaker Way
    • How We Can Help
      • Financial Planning
      • Investment Management
      • FamilyCFO
    • In the News
      • Blog
      • Media
    • Client Login
      • Accounts (Schwab)
      • Financial Plan (eMoney)
      • Performance (Envestnet)
    • Contact
  • Home
  • About Us
    • Our Team
    • The Quaker Way
  • How We Can Help
    • Financial Planning
    • Investment Management
    • FamilyCFO
  • In the News
    • Blog
    • Media
  • Client Login
    • Accounts (Schwab)
    • Financial Plan (eMoney)
    • Performance (Envestnet)
  • Contact

Dan Roccato

After spending more than 20 years with two of Wall Street’s leading investment banks, including several years outside the U.S., Dan cofounded Quaker Wealth Management LLC, as a local, independent firm.


In addition to his industry experience, Dan is a Professor of Finance and Economics at the University of San Diego, published author and popular contributor with Fox News where he hosts the “Cashing In” segment. 


He is a graduate of the Wharton School University of Pennsylvania, Rutgers University and Drexel University. 


Dan splits time between New Jersey and California with Carol and their four tax deductions – Mary Kate, Jack, Julia and Maggie. When not working (that’s a joke), he loves working on his 1968 Ford Mustang and his ever growing motorcycle collection (much to Carol’s dismay). 

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