Daniel Fetterolf, CFA, CFP

Daniel Fetterolf, CFA, CFP is a financial planner in Greenville, SC, offering personalized wealth management services to individuals and institutions. He serves clients across diverse backgrounds, including entrepreneurs, business owners, medical professionals, sales executives, and organizations managing retirement plans, foundations, and endowments. With a focus on building trusting relationships, Daniel employs a customized approach that begins with listening deeply to clients’ goals, concerns, and values. He then designs tailored financial plans and investment strategies, implementing them with disciplined monitoring and proactive adjustments to help clients achieve long-term success. A native of Greenville, he holds the Chartered Financial Analyst® designation and is a CERTIFIED FINANCIAL PLANNER™ practitioner, reflecting his commitment to excellence and integrity in financial advising. His expertise extends to guiding businesses with defined compensation plans as a Retirement Plan Consultant.

Daniel’s service model emphasizes client-centered planning rooted in transparency and accessibility. He leverages his education, earning a B.A. from Bob Jones University in 2002 and completing two years of graduate work, to help clients navigate complex financial landscapes. His professional recognition includes leadership roles with the CFA Society SC and Crime Stoppers of Greenville. He and his wife, Jenny, are active in their community and serve together in ministry at Hampton Park Baptist Church. Daniel is also an accomplished distance runner, having qualified for the Chicago, Boston, and Berlin Marathons.

Located at 17 West McBee Avenue in Poinsett Plaza, the office sits in the heart of downtown Greenville, within walking distance of city services and civic institutions. The firm’s website is thoroughly documented, with clear, consistent information across all pages, and is optimized for search engines, making it easy to find and navigate. Daniel Fetterolf, CFA, CFP stands out in Greenville’s financial services landscape for his deep expertise, client-first philosophy, and local roots, making him a trusted guide for those seeking lasting financial clarity and security.