Dana J. Menard, CFP®, RLP®, CEPA®

Small Business Owner, Independent Financial Advisor, and Certified Financial Planner in Minneapolis, Minnesota

Dana J. Menard, CFP®, RLP®, CEPA®

Small Business Owner, Independent Financial Advisor, and Certified Financial Planner in Minneapolis, Minnesota

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I am the Founder & CEO of a Fee-Only, Fiduciary Financial Planning firm called Twin Cities Wealth Strategies, Inc. located in Minneapolis, 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.

You can click the button above if you’d like to schedule a time to chat or else you can sign up for my email list where I have made the topic of personal finance more entertaining by clicking the following link:

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Visit Twin Cities Wealth Strategies, Inc. at: https://www.tcwealthstrategies.com

  • Work
    • Twin Cities Wealth Strategies
  • Education
    • Gustavus Adolphus College
    • University of Saint Thomas Saint Paul
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