Dan VanDusen, CFP®
Financial Planning | Taxes | Investment Management
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More Great job!
- Add your tagline
- Add your headshot
- 📍Add Your Business Address
- Add your social media
- Sign up for our 💬 Community
- Add your details
Objective Wealth
Dan VanDusen, CFP®
Phoenix, AZ
Serving Clients Nationwide
Financial Planning | Taxes | Investment Management
Areas of Focus
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Me
Hi, I'm Dan VanDusen. Throughout my career, I quickly became the "go-to" resource for colleagues, friends, and family needing financial advice and guidance. By realizing my desire to educate, drive to bring transparency to financial services, and help others succeed, I founded Objective Wealth.As a CERTIFIED FINANCIAL PLANNER™, I differentiate by servicing those seeking a fiduciary planner who provides a comprehensive approach, objective insight, and level of service that will help you identify and guide you to achieve your goals.
I completed my Masters of Business Administrator at Thunderbird School of Global Management and attended Michigan State, where I received my bachelor's degree.
Prior to financial planning, I spent many years in the education technology and services business. I was involved with designing learning tools, technology solutions, and delivering services to classrooms throughout the country. I grew up in a family of educators, and education is a core part of my values.
In my free time, you can find me hiking, camping, scuba diving, or trying to lower my high handicap golf game. Gina and I enjoy traveling and spending time with our dogs, Murphy & George.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
- Master of Business Administration (MBA)
Affiliations
-
Fee Only Network
- Financial Planning Association
- National Association of Personal Financial Advisors
- The AGC
- XY Planning Network
- Financial Planning Association
Primary Location
4232 E Whitton Ave, Phoenix, AZ 85018, USA
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. Schedule a virtual chat (from anywhere in the U.S.) and start taking control of your wealth. I look forward to speaking with you.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About our Firm
Objective Wealth, LLC is registered as an Investment Adviser with the State of Arizona. We were founded in October 2018. We work with clients throughout the country and are committed to act in your best interest. We use a seven step process to ensure a comprehensive approach, objective insight, and a high level of service that will guide you through your goals.✅ VIRTUAL & TECH-FORWARD
I am located in Phoenix, AZ, and are happy to meet in-person, but have clients located in several states and meet most of our clients virtually via phone or video chat. In fact, we find many local clients prefer meeting via phone/video.
I use modern technology to maximize convenience and security. Digital account access, virtual communication, and cloud-based portals help you manage your finances quickly and easily, whether at home or on the go.
Objective Wealth walks along side you as a partner to help you navigate life's financial twists and turns. We help you manage both current financial concerns as well as plan for what comes next.
Education
Thunderbird School of Global Management, MBA, Global Management | Michigan State University, BA, Telecommunications
Badges
Hobbies and Interests
- Camping
- Exercising
- Golf
- Grilling
- Hiking
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Gen X
- Parents
- Young Families
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
How to Find Financial Advisors for Small Business Owners
Get to Know Certified Financial Planners & Find a CFP
Should You Hire an XY Planning Network (XYPN) Financial Advisor?
Looking for a Fee-Only Financial Advisor?
Looking for a Financial Advisor Specializing in Serving Baby Boomers?
Should You Hire a Retirement Financial Advisor?
Financial Planning for Technology Professionals
Are You a Corporate Executive? You Have Unique Financial Planning Needs And These Advisors Can Help
Looking for a Financial Advisor in Scottsdale, Arizona?
Looking for a Financial Advisor Specializing in Serving Gen X?
Looking for a Financial Advisor in Phoenix, Arizona?
Looking for a Financial Advisor in Mesa, Arizona?