AeroLeads people directory · profile
Dan Vandusen, Cfp® Email & Phone Number
Principal and Founder, Financial Planner
at
Objective Wealth, LLC
1 work email found
@cargill.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Principal and Founder, Financial Planner
Location
Phoenix, Arizona, United States
Company size
Who is Dan Vandusen, Cfp®? Overview
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Quick answer
Dan Vandusen, Cfp® is listed as Principal and Founder, Financial Planner at Objective Wealth, LLC, a company with 2 employees, based in Phoenix, Arizona, United States. AeroLeads shows a work email signal at cargill.com and a matched LinkedIn profile for Dan Vandusen, Cfp®.
Dan Vandusen, Cfp® previously worked as Board Member, President-Elect at Financial Planning Association (Fpa) Of Greater Phoenix and Board Member at Financial Planning Association (Fpa) Of Greater Phoenix. Dan Vandusen, Cfp® holds Mba, Global Management from Thunderbird School Of Global Management.
Company email context
Email format at Objective Wealth, LLC
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*@cargill.com
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AeroLeads found 1 current-domain work email signal for Dan Vandusen, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Dan Vandusen, Cfp®
I am a fee-only financial planner based in Phoenix, AZ. I work with clients both locally and throughout the United States. Financial topics we focus on: • Investment Management and Consultation • Portfolio Performance and Analysis • Risk Evaluation • Optimization of Asset Allocation • Stocks, Bonds, Mutual funds, ETFs, etc. • Education Planning • Evaluation of Employer Sponsored Retirement Plans • 401(k) and 403(b) Rollover Considerations • Roth IRA Conversions • Business - Group Retirement Plans • Education Planning • Real-Estate Investments • Retirement Planning • Optimization of Social Security Benefits • Pension payout evaluation • Tax StrategiesI also have an Executive MBA in International Business from the Thunderbird School of Global Management, and Bachelor of Arts degree in Telecommunications from Michigan State University. I have spent over 20 years in various roles in business.
Listed skills include Product Management, Leadership, Strategy, Management, and 36 others.
Current workplace
Dan Vandusen, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Objective Wealth, Llc
12 roles
Dan Vandusen, Cfp® work experience
A career timeline built from the work history available for this profile.
Board Member, President-Elect
Current
Jan 2024 - Present
Jan 2023 - Dec 2023
Aug 2019 - Present
Vice President Business Development And Customer Success
Mar 2017 - Aug 2019
Director, Channel Solutions
Jan 2016 - Mar 2017
Director, Digital Solutions
Provide Leadership for team of 20+. We provided the vision, strategy, and creative mind to deliver customized digital educational solutions. Developed new revenue models including the support and implementation programs that support growth of the education services business and add incremental revenue opportunities through new sales and delivery channels.
Dec 2011 - Dec 2015
Director, Operations Management
Coordinated customer service, distribution, transportation, finance, data systems, and business unit personnel to deliver products and services. Developed consistent processes and policies to ensure high levels of customer satisfaction while increasing internal efficiencies and reducing costs. Managed business relationship with third party distribution.
Oct 2007 - Dec 2011
Manager, Product Support
Led product and technical support team providing helpdesk support to engineers, administrators, teachers, students,and parents. Established a best in class organization that supported users around the globe.
Apr 2006 - Oct 2007
Sales Engineer
Supported sales teams with opportunities of digital educational solutions to educational institutions. Fostered relationships with technology directors and other key district personnel in order to increase business opportunity and increase Pearson product value.
Jan 2005 - Apr 2006
System Engineer
Coordinated software product development with engineers, customers, product management, and support to ensure industry leading customer solutions. Provided top-level customer escalation support for high profile customers.
Jan 2002 - Jan 2005
It Technical Analyst (Global Network Services)
Designed, Managed, and supported global data network infrastructure. This included a network of 60+ countries and supported 130,000 employees.
May 2000 - Jan 2002
4 education records
Dan Vandusen, Cfp® education
Mba, Global Management
Thunderbird School Of Global Management
Certificate In Financial Planning, Financial Planning And Services
Boston University
Ba, Telecommunications
Michigan State University
Education record
Rockford High School
FAQ
Frequently asked questions about Dan Vandusen, Cfp®
Quick answers generated from the profile data available on this page.
What company does Dan Vandusen, Cfp® work for?
Dan Vandusen, Cfp® works for Objective Wealth, LLC.
What is Dan Vandusen, Cfp®'s role at Objective Wealth, LLC?
Dan Vandusen, Cfp® is listed as Principal and Founder, Financial Planner at Objective Wealth, LLC.
What is Dan Vandusen, Cfp®'s email address?
AeroLeads has found 1 work email signal at @cargill.com for Dan Vandusen, Cfp® at Objective Wealth, LLC.
Where is Dan Vandusen, Cfp® based?
Dan Vandusen, Cfp® is based in Phoenix, Arizona, United States while working with Objective Wealth, LLC.
What companies has Dan Vandusen, Cfp® worked for?
Dan Vandusen, Cfp® has worked for Objective Wealth, Llc, Financial Planning Association (Fpa) Of Greater Phoenix, Strongmind, Pearson, and Cargill.
How can I contact Dan Vandusen, Cfp®?
You can use AeroLeads to view verified contact signals for Dan Vandusen, Cfp® at Objective Wealth, LLC, including work email, phone, and LinkedIn data when available.
What schools did Dan Vandusen, Cfp® attend?
Dan Vandusen, Cfp® holds Mba, Global Management from Thunderbird School Of Global Management.
What skills is Dan Vandusen, Cfp® known for?
Dan Vandusen, Cfp® is listed with skills including Product Management, Leadership, Strategy, Management, E Learning, Change Management, Project Management, and Strategic Partnerships.
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