Dan Vandusen, Cfp® Email and Phone Number
Dan Vandusen, Cfp® work email
- Valid
- Valid
Dan Vandusen, Cfp® personal email
- Valid
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.
Objective Wealth, Llc
View- Website:
- objectivewealth.com.au
- Employees:
- 2
-
Principal And Founder, Financial PlannerObjective Wealth, LlcPhoenix, Az, Us
-
Board Member, President-ElectFinancial Planning Association (Fpa) Of Greater Phoenix Jan 2024 - PresentScottsdale, Az, Us -
Board MemberFinancial Planning Association (Fpa) Of Greater Phoenix Jan 2023 - Dec 2023Scottsdale, Az, Us
-
Principal / Founder, Financial PlannerObjective Wealth, Llc Aug 2019 - PresentPhoenix, Arizona, Uswww.objectivewealthfp.com
-
Vice President Business Development And Customer SuccessStrongmind Mar 2017 - Aug 2019Chandler, Arizona , Us -
Director, Channel SolutionsPearson Jan 2016 - Mar 2017London, Gb -
Director, Digital SolutionsPearson Dec 2011 - Dec 2015London, GbProvide 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.
-
Director, Operations ManagementPearson Oct 2007 - Dec 2011London, GbCoordinated 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 facilities ensuring compliance with state and district requirements. Advised product management teams to leverage existing technologies into new markets.
-
Manager, Product SupportPearson Apr 2006 - Oct 2007London, GbLed 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.
-
Sales EngineerPearson Jan 2005 - Apr 2006London, GbSupported 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.
-
System EngineerPearson Jan 2002 - Jan 2005London, GbCoordinated 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.
-
It Technical Analyst (Global Network Services)Cargill May 2000 - Jan 2002Wayzata, Minnesota, UsDesigned, Managed, and supported global data network infrastructure. This included a network of 60+ countries and supported 130,000 employees.
Dan Vandusen, Cfp® Skills
Dan Vandusen, Cfp® Education Details
-
Thunderbird School Of Global ManagementGlobal Management -
Boston UniversityFinancial Planning And Services
-
Michigan State UniversityTelecommunications
-
Rockford High School
Frequently Asked Questions about Dan Vandusen, Cfp®
What company does Dan Vandusen, Cfp® work for?
Dan Vandusen, Cfp® works for Objective Wealth, Llc
What is Dan Vandusen, Cfp®'s role at the current company?
Dan Vandusen, Cfp®'s current role is Principal and Founder, Financial Planner.
What is Dan Vandusen, Cfp®'s email address?
Dan Vandusen, Cfp®'s email address is da****@****ail.com
What schools did Dan Vandusen, Cfp® attend?
Dan Vandusen, Cfp® attended Thunderbird School Of Global Management, Boston University, Michigan State University, Rockford High School.
What are some of Dan Vandusen, Cfp®'s interests?
Dan Vandusen, Cfp® has interest in Science And Technology, Education, Environment, Health.
What skills is Dan Vandusen, Cfp® known for?
Dan Vandusen, Cfp® has skills like Product Management, Leadership, Strategy, Management, E Learning, Change Management, Project Management, Strategic Partnerships, Networking, Sales, Training, Operations Management.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial