Dan VanDusen, CFP®, MBA Objective Wealth, LLC

- Virtual, Phoenix, AZ 85018
- (480) 270-4442
- qna@bowrpgvirjrnygusc.pbz
- http://objectivewealthfp.com/
About Dan VanDusen, CFP®, MBA
Throughout my career, I quickly became the “go-to” resource for colleagues, family, and friends needing financial advice and guidance. Through my desire to educate, bring transparency to financial services, and help others succeed, I founded Objective Wealth. I differentiate by servicing those seeking a fiduciary planner who provides a tax-focused comprehensive approach, objective insight, and level of service that will guide you to identify and help 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 services business. I was involved with designing learning tools, education technology, and delivering services to classrooms throughout the country. I grew up in a family of educators and providing education is an essential part of my values.
In my free time, you can find me hiking, camping, cooking, and scuba diving. Gina and I enjoy traveling and spending time with our dog, Murphy.
Ideal Clients
- Baby Boomers
- Business Owners
- Retirement Planning
- Tax Planning
Ways Advisor Charges
- Quarterly Fee
- Flat Fee
- Assets Under Management
Fee Options
- Quarterly Fee: $600+/qtr
- Flat Fee: $2400+/engagement
- Assets Under Management: 0.30%