Dan Whitaker, CFP®
Vice President | Shareholder
Associate Wealth Planner
CFP, Wealth Management
Dan Whitaker, CFP®, joined the firm in 2019 and serves as an associate wealth planner. He is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and adheres to a disciplined approach and process to fully understand the firm’s clients’ goals and then provide the best financial and investment counsel. In his role, dan assists the wealth management team with complex financial modeling, analysis and forecasting in planning for clients. He is a member of the wealth management team and a shareholder of the firm.
Before joining Ferguson Wellman, Dan worked as an associate delivery manager for Tesla Motors. Dan holds his B.S. in finance with a minor in marketing from DePaul University where he graduated magna cum laude, and he earned his M.B.A. in with a concentration in Management from Saint Peter’s University.
In his time away from the office, he enjoys traveling, anything automotive related and the great outdoors with his husband and dogs.
