About Client Focused Financial
I am Dan Westfall, Founder and Principal Advisor of Client Focused Financial. A dedicated professional devoted to your financial success. I hold several licenses including Series 65, insurance licenses for life, health and personal lines. In addition, I maintain two professional designations as a CERTIFIED FINANCIAL PLANNER™, CFP® and Certified Fund Specialist, CFS®.
As a 100% Fiduciary to my clients, I named the firm Client Focused Financial because I feel that too many firms and advisors are more concerned about their best interest vs their clients. Originating from Allentown, New Jersey, I moved to Pennsylvania to attend and graduate from York College, while starting my financial career after my junior year.
I now reside in the St. Petersburg, Florida area. Outside of being a financial advisor, I enjoy playing baseball and being active in the community. After 10 years as a financial advisor, I still do not spend my free time golfing and do not drive a $100k sports car. I proudly drive a 2001 Toyota Camry with over 350k miles on it, which currently resides at my Harrisburg, PA office.
Personalized Wealth Management
Client Focused Financial pulls back the curtain on the financial and investment world to help empower clients to feel more comfortable and understand their money.
I created this company to bring the investments, strategies and expert advice that the wealthy have always received to the middle class at an affordable rate.
Client Focused Financial is RamseyTrusted
As a SmartVestor Pro, I will show you how to make the most of your investments and help you create a plan to reach your financial goals.
Talk With A SmartVestor Pro:
Dan Westfall - Dave Ramsey SmartvestoR
Long Term Financial Growth
Your money is my business
At Client Focused Financial, I take your money as serious as my own.
Get direct access to better investments, better strategies, and better expert advice.
The continued successful results prove Client Focused Financial to be the best choice when it comes to investment management in the Tampa Bay area and beyond.
