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

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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:

https://www.tcwealthstrategies.com

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