Client Focused Financial is a Certified Dave Ramsey SmartVestor Pro
I am a trusted Dave Ramsey SmartVestor Pro serving the Tampa Bay, Sarasota, and surrounding areas. Make your investing plan now by scheduling a free consultation with Client Focused Financial!
Work With A SmartVestor Pro
Dan Westfall: Dave Ramsey SmartvestoR
SmartVestor Pros have a client-first and heart of a teacher mentality. When you’re ready, SmartVestor Pros will commit to educating and guiding you through the investment/financial planning process.
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.
Meet with a Dave Ramsey SmartVestor Pro
Schedule a free consultation with Dan Westfall, Dave Ramsey SmartVestor Pro today to reach your investment goals!
Talk with a SmartVestor!
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SmartVestor Pro Certified
SmartVestor Requirements
Professional Designations
CERTIFIED FINANCIAL PLANNER™
Certified Fund Specialist®
Qualified Experience
Over ten years of successful investment management
Honors Code of Conduct
Agreed and abide by the SmartVestor Pro Code of Conduct
Reach your retirement goals with a SmartVestor Pro
Picking The Right SmartVestor Pro
Click the link below to check out the blog post to see questions you should be asking your SmartVestor Pro and the answers you should want to hear.
