Investment Management Retirement Planning Financial Planning Fiduciary Partner
My mission is to keep you on track to reach your financial goals. Client Focused Financial is your financial advocate, working in your best interest to help you maximize your wealth.
Your financial partner and guide to financial success.
If you need help with your investments, I believe a financial partner is the answer. I am the fiduciary advisor that puts your financial priorities and investment interests first.
Active management is how an investment manager truly earns their fee. Anyone can invest their money through passively managed strategies like index funds. Actively managed strategies help increase growth and reduce the downside of investment portfolios.
Many people change jobs and often they have a retirement plan through that previous employer like a 401(k). Changing jobs gives that person a great opportunity to roll that money into an IRA. IRAs give the investor unlimited investment options vs a typical employer-sponsored plan like a 401(k) or 403(b) plan which has often limited investment options and hidden fees.
Everyone has life goals and often these goals take money. Planning for these life goals helps give clarity on how to reach and sustain these life goals by putting together a clear road map.
Business owners have a lot of potential tax benefits by implementing and funding a retirement plan for their business whether they’re self-employed or have multiple employees. This can offer huge tax benefits for the business owner and allow them to save for their own retirement. Attracting and retaining top talent is also challenging. Having a retirement plan that can offer a match or profit share can help attract and keep that top talent.
My name is Dan Westfall. I started my financial career in 2011 and hold several licenses including Series 65, insurance licenses for life, health and personal lines.
I also hold two professional designations as a CERTIFIED FINANCIAL PLANNER™, CFP® as well as Certified Fund Specialist, CFS®.
As a 100% Fiduciary to my clients, I named the firm “Client Focused Financial.” I believe too many other firms and advisors are more concerned about their best interest vs their client’s. At Client Focused Financial, increasing your wealth is my utmost priority.
Tampa Bay Financial Planning
The Certified Financial Planner Board of Standards Inc. owns the certification mark CERTIFIED FINANCIAL PLANNER™, CFP®. The CFP® mark is regarded as one the top designations within the financial industry.
The investment world is always changing. One of the things I love most is learning more about the investment world. This hard work allows me to successfully offer investment advisory, financial planning, life insurance, long term care insurance, financial coaching and educational services to clients in the Tampa Bay and surrounding areas.
To help you get the financial services and unbiased professional advice you deserve.
Always working in your best interests. No hidden fees or conflicting incentives. This is the way all financial advisors should work but unfortunately, not all do. I work as a true fiduciary for clients.
I believe that regularly meeting with you directly is key to staying on top of your financial life and feeling better about finances. Signing the paperwork isn’t the end of the personal service, it’s the beginning.
Actively managed portfolios built for you and your goals. I run investment strategies typically only designed for ultra-high net worth investors and implements these with everyday people at one low fee.
My goal is to be your financial partner