Dan Whitaker, CFP®
Vice President | Shareholder
Associate Wealth Planner
CFP, Wealth Management
Dan Whitaker, CFP®, is an associate wealth planner at Ferguson Wellman, based in Portland, Oregon. He joined the firm in 2019 and assists the wealth management team with complex financial modeling, analysis and forecasting in planning for clients. He is a CERTIFIED FINANCIAL PLANNER® professional 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.
Before joining Ferguson Wellman, Dan worked as an associate delivery manager for Tesla Motors.
Education and Designations:
- CERTIFIED FINANCIAL PLANNER® professional
- Bachelor of Science in Finance, DePaul University
- Master of Business Administration, Saint Peter’s University
