Profile
Daniel VanDusen
ListedPhoenix Tax-Conscious Financial Planner
About
About
Daniel VanDusen is the founder of Objective Wealth, a Phoenix, AZ-based financial planning firm.
Objective Wealth works with clients in person in Phoenix and also serves clients virtually throughout the United States by phone or video chat.
Daniel VanDusen is the founder of Objective Wealth, a Phoenix, AZ-based financial planning firm. The firm publicly describes its work as tax-conscious comprehensive financial planning and investment management, with services that include financial and retirement planning, investment management, and tax planning and preparation.
Objective Wealth works with clients in person in Phoenix and also serves clients virtually throughout the United States by phone or video chat. The firm notes that it uses digital account access, virtual communication, and cloud-based portals to support secure, convenient client collaboration.
Source materials identify VanDusen with CFP®, EA, and TPCP® credentials, and describe his prior background in education technology and services before financial planning.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Tax planning | In-person | ||
| Tax planning | Remote | ||
| Tax resolution | In-person | ||
| Tax resolution | Remote | ||
| Tax services | In-person | ||
| Tax services | Remote | ||
Client types
Client types
Tax focus
Tax focus
Service areas
Service areas
Phoenix, AZ
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