About Dan Rodriguez Schlorff

Dan Rodriguez Schlorff is a service professional trained in pastoral counseling, religious education, fundraising for religious nonprofits, and helping low-income individuals invest their money and find true financial freedom.  An area of unique personal experience is helping families care for their homebound seniors.

As a political activist and financial resource, Schlorff has been a featured guest on television programs, including WGN-TV, WTTW Chicago, ABS-CBN; and radio broadcasts including Chicago Public Radio, WGN Radio and Illinois Public Radio.  Schlorff's bid for public office, in cooperation with other ballot standards activists, forced the Illinois State Board of Elections to grant the Green Party a place on the ballot in future elections.  He plans to challenge Gov. Blagojevich and state senator Madigan's use of public tax money that funded private lawsuits that Schlorff's campaign helped defeat.  Schlorff also plans to pressure media and nonprofit organizations into compliance with election laws regarding endorsement and candidate debate procedures.

In ministry, Schlorff has performed same-sex unions and has preached across denominational lines, bringing his message most frequently to churches that are Unitarian Universalist, United Church of Christ, United Methodist, nondenominational and interfaith. Schlorff currently serves Bradford Community Church Unitarian Universalist (Kenosha, WI) full-time as Director of Religious Education and Office Manager, is Associate Lecturer of Sociology at University of Wisconsin-Parkside, adjunct for Religion at Carthage College, and consults with Adair Associates (Valparaiso, IN) as its Senior Advisor.

In 2007, the Windy City Times honored Schlorff among the top "30 Under 30" in the Chicago area.  For pastoral care and financial planning, Schlorff has the experience necessary to address the special needs of seniors who identify as lesbian, gay, bisexual, transgendered, queer and questioning. 

Code of Professional Responsibility

To become and remain a CSA in good standing, a CSA must sign the CSA Code of Professional Responsibility pledging to adhere to the following principles and standards:

•  Competence. CSAs are obliged to keep their professional training, skills and knowledge current and comprehensive to provide professional services to clients competently.

•  Honesty. CSAs shall not lie, cheat or steal and must accurately communicate to clients their professional licenses, credentials and other business qualifications and must be clear in their communication

•  Trustworthiness. CSAs must act in a trustworthy manner by promptly and courteously addressing client questions and concerns and perform their services in the client's best interests.

•  Fairness. CSAs shall conduct their professional activities fairly and impartially and must disclose all potential or perceived conflicts of interest that may arise. CSAs must safeguard client, potential client and business associate information.

•  Professionalism. CSAs must serve with the highest degree of professionalism, use due diligence and act in good faith in all matters, upholding both the standards of the CSA designation and other licenses or credentials they hold.

Certified Senior Advisors (CSA) have supplemented their individual professional licenses, credentials and education with knowledge about aging and working with seniors. Know what those licenses, credentials and education signify. The CSA designation alone does not imply expertise in financial, health or social matters. Details: www.csa.us.

Why You Should Work With a Certified Senior Advisor

When you work with a professional who has added the CSA designation to his or her achievements, you know you're working with someone who has invested time and effort in learning about the things that are important to you . CSAs become CSAs because they want to learn more about the health, financial and social aspects of being 55 or older. They have made specific efforts to earn your trust. And they have committed to ongoing CSA Continuing Education standards that encourage volunteering for activities that help seniors…and that require regular training in dealing with the specialized ethical challenges in working with seniors.

Insist on working with a Certified Senior Advisor – work with someone who wants to work with you.

Certified Senior Advisor (CSA) is the sole and exclusive property and registered trademark of Society of Certified Senior Advisors, Inc. Text on this page is from the Society's You Deserve Professional Senior Advice brochure.

Website maintained by Schlorff.com.  Paid for by Schlorff.com. Copyright 2002-2013, Dan Rodriguez Schlorff.  All rights reserved.  If you wish to use copyrighted material from any page within the www.schlorff.com domain for purposes that go beyond "fair use" (17 U.S.C. Section 107),  you must obtain permission from the copyright owner: dan(at)schlorff(dot)com.