Capital River Wealth Management is extremely excited to share that Dan Schiffman, CFP®, CLU®, CLTC® has been named a Top Financial Security Professional by Forbes. He was featured in their recently published Best-In-State list for Maryland, marking the fourth consecutive year on the list after being named in 2022,2023 and 2024. Each advisor on this list—selected by SHOOK Research—was subjected to a rigorous vetting process and was chosen based on several qualitative and quantitative criteria including in-person interviews, industry experience, compliance records, and assets under management.
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Forbes Best-in-State Top Financial Security Professionals list (July 2022,2023,2024,2025), Research and ranking provided by SHOOK Research, LLC. Based upon data as of December 31st of the preceding year. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Dan Schiffman uses Capital River Wealth Management as a marketing name for doing business as a representative of Northwestern Mutual. Capital River Wealth Management is not a registered investment adviser, broker-dealer, insurance agency, or federal savings bank. Dan Schiffman is an Insurance Agent of NM. CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S.