Dan VanDusen, CFP®

Financial Planning | Taxes | Investment Management

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Objective Wealth Dan VanDusen, CFP®
Phoenix, Arizona

Serving Clients Nationwide

Financial Planning | Taxes | Investment Management

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Living in Retirement
  • Owning a Business
  • 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

Affiliations

  • Fee Only Network
  • Financial Planning Association
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

85018

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
  • Golf
  • Hiking
  • Traveling

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Parents
  • Young Families

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