Dana J. Menard, CFP®, RLP®, CEPA®, CDAA™
Small Business Owner, Independent Financial Advisor, and Certified Financial Planner in Minneapolis, Minnesota
Dana J. Menard, CFP®, RLP®, CEPA®, CDAA™
Small Business Owner, Independent Financial Advisor, and Certified Financial Planner in Minneapolis, Minnesota
I am the Founder & Lead Financial Planner of a Fee-Only, Fiduciary Financial Planning firm called Twin Cities Wealth Strategies, Inc. located in Minneapolis/St. Paul, Minnesota.
As a small business owner and CERTIFIED FINANCIAL PLANNER™ (CFP®), my expertise ranges from helping business owners increase the value of their business before exiting and helping busy professionals align their lives, values, and money. I am also interested in entrepreneurship, volunteering, and philanthropy.
Working with a Fee-Only Financial Planner isn't just about investing. Want to know what types of issues you should consider when working with us? Click below for a helpful checklist:
https://tcwealthstrategies.ac-page.com/issues-checklist
Visit Twin Cities Wealth Strategies, Inc.'s website to learn more: