Dan Westfall
Owner, CFP®, CFS®
Client Focused Financial in St. Petersburg, FL
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.
Experience
13 years
Specialties
Investment Management
Financial Planning
Retirement Income Planning
Insurance Planning
Licenses / Certifications
Series 65
CFS®
CFP®
Life, Health, Personal Lines Insurance Licensed
Education
Graduate of York College of PA
What inspired you to get into this line of work?
I started investing my own money at 9 years old when I made money helping my older brother with his paper route. I loved the idea of putting money in an investment and it growing to become more money. At age 18 I opened my own brokerage account and fell in love with investing money in the stock market. I decided during college that I'd love to be able to invest money for other people for a living and that's when I originally got started in the financial services industry.
What's one piece of insight you wish all families knew?
Basic financial principles such as:
- Budgeting
- The Rule of 72
- Investing is a long-term game
- Assets over Liabilities
What excites you most about working with Addio families?
Addio simplifies the task of end-of-life planning that everyone should have a plan for but no one is excited to deal with. They make the process super simple and very cost-efficient so there's no barrier to having end-of-life planning up to date and easy for descendants to take care of everything after someone passes.
Schedule a free consultation
Connect with Dan Westfall and get answers to all your planning questions.