Dan Westin, Cfp®, Chfc®, Casl®

Dan Westin, Cfp®, Chfc®, Casl® Email and Phone Number

Principal | CAPTRUST Minnetonka @ CAPTRUST
Saint Paul, MN, US
Dan Westin, Cfp®, Chfc®, Casl®'s Location
Greater Minneapolis-St. Paul Area, United States, United States
Dan Westin, Cfp®, Chfc®, Casl®'s Contact Details

Dan Westin, Cfp®, Chfc®, Casl® work email

Dan Westin, Cfp®, Chfc®, Casl® personal email

About Dan Westin, Cfp®, Chfc®, Casl®

Dan Westin is a principal and wealth management financial advisor based in Minnetonka, MN.Dan joined CAPTRUST in 2023 from QA Wealth Management, where he served as CEO. He has been in the industry since 2001, working directly with high-net-worth clients, including many tax, audit, and consulting professionals, developing a deep knowledge of how to address their unique needs. He continues to lead this team in the western suburbs of the Twin Cities.Dan holds a Bachelor of Science degree in business finance from the University of Northwestern in St. Paul. He also holds the designations of CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant® (ChFC®), and Chartered Advisor for Senior Living® (CASL®).

Dan Westin, Cfp®, Chfc®, Casl®'s Current Company Details
CAPTRUST

Captrust

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Principal | CAPTRUST Minnetonka
Saint Paul, MN, US
Website:
captrust.com
Employees:
1713
Company phone:
(919) 870-6822
Company email:
info@captrustadvisors.com
Dan Westin, Cfp®, Chfc®, Casl® Work Experience Details
  • Captrust
    Captrust
    Saint Paul, Mn, Us
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  • Captrust
    Managing Principal
    Captrust Apr 2023 - Present
    Raleigh, Nc, Us
    View
  • Qa Wealth Management
    Chief Executive Officer
    Qa Wealth Management Jul 2021 - Apr 2023
  • Qa Wealth Management
    Senior Managing Director | Wealth Management Advisor
    Qa Wealth Management 2007 - Jul 2021

Dan Westin, Cfp®, Chfc®, Casl® Skills

Investments Financial Advisory Wealth Management Retirement Planning Portfolio Management Financial Planning Investment Management Management

Dan Westin, Cfp®, Chfc®, Casl® Education Details

  • University Of Northwestern – St. Paul
    University Of Northwestern – St. Paul
    Business Finance
  • The American College Of Financial Services
    The American College Of Financial Services
    Chartered Financial Consultant® Certification
  • The American College Of Financial Services
    The American College Of Financial Services
    Chartered Advisor For Senior Living® Certification

Frequently Asked Questions about Dan Westin, Cfp®, Chfc®, Casl®

What company does Dan Westin, Cfp®, Chfc®, Casl® work for?

Dan Westin, Cfp®, Chfc®, Casl® works for Captrust

What is Dan Westin, Cfp®, Chfc®, Casl®'s role at the current company?

Dan Westin, Cfp®, Chfc®, Casl®'s current role is Principal | CAPTRUST Minnetonka.

What is Dan Westin, Cfp®, Chfc®, Casl®'s email address?

Dan Westin, Cfp®, Chfc®, Casl®'s email address is dw****@****est.com

What schools did Dan Westin, Cfp®, Chfc®, Casl® attend?

Dan Westin, Cfp®, Chfc®, Casl® attended University Of Northwestern – St. Paul, The American College Of Financial Services, The American College Of Financial Services.

What skills is Dan Westin, Cfp®, Chfc®, Casl® known for?

Dan Westin, Cfp®, Chfc®, Casl® has skills like Investments, Financial Advisory, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Investment Management, Management.

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