AeroLeads people directory · profile
Dan Westin, Cfp®, Chfc®, Casl® Email & Phone Number
Principal | CAPTRUST Minnetonka
at
CAPTRUST
1 work email found
@qawealthmanagement.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Principal | CAPTRUST Minnetonka
Location
Greater Minneapolis-St. Paul Area, United States
Company size
Who is Dan Westin, Cfp®, Chfc®, Casl®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Dan Westin, Cfp®, Chfc®, Casl® is listed as Principal | CAPTRUST Minnetonka at CAPTRUST, a with 1713 employees, based in Greater Minneapolis-St. Paul Area, United States. AeroLeads shows a work email signal at qawealthmanagement.com and a matched LinkedIn profile for Dan Westin, Cfp®, Chfc®, Casl®.
Dan Westin, Cfp®, Chfc®, Casl® previously worked as Managing Principal at Captrust and Chief Executive Officer at Qa Wealth Management. Dan Westin, Cfp®, Chfc®, Casl® holds Bachelor Of Science (B.S.), Business Finance from University Of Northwestern – St. Paul.
Company email context
Email format at CAPTRUST
This section adds company-level context without repeating Dan Westin, Cfp®, Chfc®, Casl®'s masked contact details.
*@qawealthmanagement.com
68% confidence
AeroLeads found 1 current-domain work email signal for Dan Westin, Cfp®, Chfc®, Casl®. Compare company email patterns before reaching out.
Profile bio
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®).
Listed skills include Investments, Financial Advisory, Wealth Management, Retirement Planning, and 4 others.
Current workplace
Dan Westin, Cfp®, Chfc®, Casl®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Captrust
4 roles · 20 years
Dan Westin, Cfp®, Chfc®, Casl® work experience
A career timeline built from the work history available for this profile.
Managing Principal
Current
Apr 2023 - Present
Chief Executive Officer
Qa Wealth Management
Jul 2021 - Apr 2023
Senior Managing Director | Wealth Management Advisor
Qa Wealth Management
2007 - Jul 2021
3 education records
Dan Westin, Cfp®, Chfc®, Casl® education
Bachelor Of Science (B.S.), Business Finance
University Of Northwestern – St. Paul
Chartered Financial Consultant® Certification
The American College Of Financial Services
Chartered Advisor For Senior Living® Certification
The American College Of Financial Services
FAQ
Frequently asked questions about Dan Westin, Cfp®, Chfc®, Casl®
Quick answers generated from the profile data available on this page.
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 CAPTRUST?
Dan Westin, Cfp®, Chfc®, Casl® is listed as Principal | CAPTRUST Minnetonka at CAPTRUST.
What is Dan Westin, Cfp®, Chfc®, Casl®'s email address?
AeroLeads has found 1 work email signal at @qawealthmanagement.com for Dan Westin, Cfp®, Chfc®, Casl® at CAPTRUST.
Where is Dan Westin, Cfp®, Chfc®, Casl® based?
Dan Westin, Cfp®, Chfc®, Casl® is based in Greater Minneapolis-St. Paul Area, United States while working with CAPTRUST.
What companies has Dan Westin, Cfp®, Chfc®, Casl® worked for?
Dan Westin, Cfp®, Chfc®, Casl® has worked for Captrust and Qa Wealth Management.
How can I contact Dan Westin, Cfp®, Chfc®, Casl®?
You can use AeroLeads to view verified contact signals for Dan Westin, Cfp®, Chfc®, Casl® at CAPTRUST, including work email, phone, and LinkedIn data when available.
What schools did Dan Westin, Cfp®, Chfc®, Casl® attend?
Dan Westin, Cfp®, Chfc®, Casl® holds Bachelor Of Science (B.S.), Business Finance from University Of Northwestern – St. Paul.
What skills is Dan Westin, Cfp®, Chfc®, Casl® known for?
Dan Westin, Cfp®, Chfc®, Casl® is listed with skills including Investments, Financial Advisory, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Investment Management, and Management.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial