Dana Menard, CFP®, RLP®, CEPA®, CDAA™
I help busy professionals & business owners make smarter 💰 decisions!
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Serving Clients Nationwide
I help busy professionals & business owners make smarter 💰 decisions!
Areas of Focus
- Exit Planning
- Financial Life Planning
- Investment Management
- Owning a Business
- Taxes
About Dana Menard, CFP®, RLP®, CEPA®, CDAA™
Hi, my name is Dana Menard, and I am a CERTIFIED FINANCIAL PLANNER™ (CFP®), Registered Life Planner® (RLP®), Certified Exit Planning Advisor® (CEPA®), Certificate in Blockchain and Digital Assets (CBDA), Certified Digital Asset Advisor® (CDAA®), a fee-only fiduciary, and the Founder and Lead Financial Planner of Twin Cities Wealth Strategies, Inc.With over 20 years of experience in the financial services industry, I pride myself on providing trusted financial advice and guidance to busy professionals, business owners, entrepreneurs, and families so they can concentrate on the things that matter most to them.
I genuinely believe everyone’s financial situation is unique, and they have a right to a trusted advisor who puts their interests first. When working with my clients, I focus on creating long-term relationships. Together, we collaborate to create a financial life plan that addresses their immediate and long-term financial concerns and empowers them to live a lifestyle they love.
When I’m not working, I spend as much time as possible with my closest friends and family, as they are the most important things to me. My wife, Sonja, our three daughters, and I enjoy reading books, watching movies, binging Netflix, exercising, partaking in various family games and activities, and appreciating the outdoors and all that nature has to offer at the family cabin.
I also volunteer my time between a couple of local non-profits. The first is the Maple Grove Lions Club, a service organization that sponsors many programs and events that raise money for our local community. The second is BestPrep, a Minnesota-based non-profit that prepares students with business, career, and financial literacy skills through hands-on experiences that inspire success in both work and life.
Professional Designations
- Certificate in Blockchain and Digital Assets
- Certified Digital Asset Advisor (CDAA)
- Certified Exit Planning Advisor (CEPA)
- CERTIFIED FINANCIAL PLANNER ®
- Registered Life Planner (RLP)
Affiliations
-
CFP Board
- Digital Assets Council of Financial Professionals
- Fee Only Network
- Financial Planning Association
- Foundation for Financial Planning
- Kinder Institute of Life Planning
- National Association of Personal Financial Advisors
- The AGC
- XY Planning Network
- Digital Assets Council of Financial Professionals
Primary Location
11670 Fountains Drive Suite 200 Maple Grove, MN 55369
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free financial strategy session. This is a chance for you to tell me a little about yourself and your unique situation and to see whether your needs and our expertise align. It's also a chance for you to ask any questions you may have regarding our firm's financial planning and investment management philosophy, services, and fees.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About Twin Cities Wealth Strategies
At Twin Cities Wealth Strategies, our goal is to empower you to take control of your financial path. We offer expert advice and accountability that help to guide you towards the life you are meant to live.The truth is that there is a lot of financial “noise” in the world. It can be challenging to discern what information is valuable and worthwhile when it feels like you’re bombarded with information and ideas. That’s not even taking into consideration your busy schedule and the time it takes to research the information you’re seeing.
That’s where we can help. We abide by the highest standard in the industry with the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and have signed a fiduciary oath promising to always put our client’s interests ahead of our own. We do this by utilizing the EVOKE® Financial Life Planning Process, because although money is an essential factor in the formula of your financial success, life cannot be solved with just dollars and cents.
✅ Commission free, fee-only services
✅ 20 years of industry experience
✅ Sworn fiduciary
✅ Independent, credentialed firm
Our job is to help you clarify your goals and values, and align your wealth and resources with them so that you can feel peace of mind knowing that your money is working for you and moving you toward the life you want and deserve.
Education
Gustavus Adolphus College, B.A., Sociology/Anthropology and Business Management
Volunteer Experience
I volunteer my time between a couple of local non-profits. The first is the Maple Grove Lions Club, a service organization that sponsors many programs and events that raise money for our local community. The second is BestPrep, a Minnesota-based non-profit that prepares students with business, career, and financial literacy skills through hands-on experiences that inspire success in both work and life. I also work alongside the CFP BOARD and the Foundation for Financial Planning (FFP) in providing pro bono financial planning in order to extend critical services to underserved and at-risk Americans in need of ethical and objective financial guidance.
Hobbies and Interests
- Animals
- Baseball
- Basketball
- Beach
- Board Games
- Boating
- Camping
- Cars
- Church
- Cooking
- Cycling
- Eating Out
- Entertaining
- Exercising
- Family
- Fishing
- Football
- Gardening
- Grilling
- Hiking
- Hockey
- Movies
- Music
- Pickleball
- Reading
- Relaxing
- Running
- Skating
- Sports
- Television
- Tennis
- Theater
- Traveling
- Volunteering
- Walking
- Wine
- Working Out
- Yoga
SEC Lookup
View DisclosureWho We Serve
- Actuaries
- Artists
- Attorneys
- Baby Boomers
- BIPOC
- Blended Family
- Business Owners
- College Graduates
- Content Creators
- Contractors
- Corporate Executives
- Couples
- Crypto Investors
- Democrats
- Dentists
- Divorce
- Dual Income Family
- Educators
- Entrepreneurs
- Families
- Financial Independence Retire Early (FIRE)
- Gen X
- Gen Y / Millennials
- Gen Z
- Healthcare Professionals
- Individuals
- Intergenerational Families
- LGBTQ
- LGBTQ Couples
- Living in Retirement
- Non-Traditional Clients
- Parents
- Physicians
- Professional Athletes
- Remote Workers
- Sales Professionals
- Scientists
- Single Women
- Specialty Sub-Contractors
- Technology Professionals
- Travel Lovers
- Veterans
- Widow
- Women in Transition
- Women Professionals
- Women’s Finance
- Young Families
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
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