Having a close relationship with his clients is crucial to Moneta Principal Dan West when serving as a Family CFO. "We work so closely with our clients' personal and financial affairs that we tend to develop very close relationships with them and their families," he says.
Those personal relationships are vital to helping Dan work with clients to set and achieve goals and respond to any financial situations which may arise. "That closeness compels me to do the very best I can for them, to be extremely proactive and responsive to their needs and concerns and do only what is in their best interests," says Dan. "I strive to be their advocate at all times."
Dan joined Moneta Group in January 1992 as a principal of the firm. Prior to joining Moneta Group, Dan was a manager with Price Waterhouse in its Personal Financial Services Division. Throughout his eight years there, he provided senior executives and other high net worth individuals and institutions with comprehensive financial planning services. His range of expertise covers areas such as investments, retirement, stock options, estate planning and tax analysis and compliance.
Based on his expertise in his field, Dan is a sought-after resource in the community. He has been a speaker/instructor at seminars and professional workshops covering retirement, investment, stock options and estate planning, as well as various corporate benefit and executive compensation issues. He has authored and reviewed articles on these topics for various national and local publications and client newsletters.
Dan earned his Bachelor of Business Administration degree from University of Dayton. He is a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER™ professional and a Personal Financial Specialist. Dan is a member of American Institute of Certified Public Accountants, Missouri Society of Certified Public Accountants, Ohio Society of Certified Public Accountants and the Financial Planning Association.
In addition to serving clients as a Family CFO, Dan is a member of the following boards and committees: Moneta Group Advisory Board, Argent Capital Management Advisory Board and Tax Strategies Board of Directors.
He is also involved in the following civic organizations: Epworth Children and Family Services, Aquinas Institute of Theology and Mary Queen of Peace Endowment Committee. He is also a member of the Westborough and Old Warson Country Clubs and is very active in raising funds through various development efforts for the MS Society, University of Dayton, Webster/Kirkwood YMCA and Our Lady's Inn.