Meet Dani Wrubel, CFP®
Dani Wrubel, CFP® began her career at AdviceOne in 2017 in the Advisor-in-Training program soon after graduating from UConn with a double major in Political Science and Economics. During her time at UConn, she was a part of many teams and clubs, including two years on the Women’s Rowing team, four years as a DJ and training director at the radio station, WHUS, and four years in an a cappella group. To this day she a proud supporter of the UConn Huskies! Those experiences taught her that she loves to teach and mentor, which she takes great pride in.
She earned her Certified Financial Planner designation in 2022. She spends her days helping her clients plan for and execute their retirement – and all the life that happens after.
Helping her clients to fully understand their financial options is her favorite part of her job. When she’s not working, she’s usually outdoors hiking, skiing, running, playing with her dogs, or gardening. She is currently training to run a half marathon.
Fun facts about Dani
- Enjoys hiking and has a goal to summit all 46 peaks in the Adirondacks
- Was a radio DJ and training director for the UConn radio station, WHUS
- Sang in an a cappella group in college and spent time competing on the women’s rowing team
“We need to be able to do everything exactly the same way every time. That gives evidence to our clients who are used to their own processes and procedures at work that they're partnered with a company that lives and breathes the same systems that they do - just in a different industry.”
I switched to AdviceOne over 17 years ago. I was a conservative investor and needed some hand-holding to increase my overall financial knowledge. AdviceOne’s dual approach to educating and fielding client questions in a Retirement Empowerment Workshop and personal meeting structure was just the reassurance I needed to grow in confidence. I’ve had the privilege to work with Michael Grossman, Lorie Schappert & Dani Wrubel over the years and their teamwork, professionalism, attention to detail and expertise is second to none. AdviceOne’s knowledge of UTC/RTX’s 401(k) plans, executive incentives and health insurance options has been beneficial in providing timely input to key short and long-term financial decisions. Michael, Lorie & Dani always welcomed and included not only me, but my lifelong partner Lesa, who worked outside of the UTC/RTX professional community. Their appearance at our wedding reception is a testament to their support and importance in our lives. My goal was to retire at age 55 and AdviceOne developed a personal plan with executable steps and check-ins that could be measured and projected. I am happy to confirm that as of 2022, Lesa and I are currently living our dream, all because of AdviceOne.
Michele Burnat
Pratt & Whitney
Upon the recommendations of many of my colleagues at Pratt & Whitney, my wife and I made the decision to meet with AdviceOne for professional management of our finances and retirement plan. Now having been with AdviceOne for over 8 years, I continue to find this was the best financial decision I have ever made as we both have been extremely pleased with the relationship and advice.
They possess in-depth knowledge and understanding of RTX financial and retirement tools. The solid, logic-based approach they used in creating our personalized financial retirement plan appealed to us immediately.
Michael Grossman and Dani Wrubel provide us with timely advice and guidance regarding the right financial moves for us through various life and market events. The level of service they provide is simply phenomenal.
Graham Webb
Pratt & Whitney
Dani Wrubel helped us create a retirement plan that allowed us to understand the timing of when each of us can retire and ensure that we have the proper nest egg to allow us to live a comfortable lifestyle within our means. She has guided us on the steps we needed to take over the next several years to meet our plan goals and we have made numerous changes to our retirement strategies as a result. Thanks to Dani, we are sleeping much better knowing that we have a good plan with the right level of conservatism built in.
Tony Papale
Pratt & Whitney
Testimonials are by clients of AdviceOne Advisory Services, LLC, which has not provided any direct or indirect compensation for them.
Meet with an Advisor
Make an appointment to consult with an AdviceOne financial advisor to talk about your unique retirement goals.