Twin Cities Wealth Strategies, Inc.

Dana J. Menard, CFP®, RLP®, CEPA®, CBDA℠, CDAA™
Contact Name
Dana J. Menard, CFP®, RLP®, CEPA®, CBDA℠, CDAA™
Address
11670 Fountains Dr. Suite 200
Town/City
Maple Grove
State
Minnesota
ZIP Code
55369
Phone
(763) 445-2772
Description

Dana J. Menard is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Registered Life Planner® (RLP®), Certified Exit Planning Advisor® (CEPA®), Certified in Blockchain and Digital Assets (CBDA®), Certified Digital Asset Advisor® (CDAA®), and Founder of Twin Cities Wealth Strategies, Inc., a Fee-only, fiduciary financial planning firm. With over 20 years of experience, Dana offers personalized financial advice to professionals, business owners, entrepreneurs, and families, focusing on both immediate and long-term goals to help them live a lifestyle they love.

Dana enjoys spending time with his wife, Sonja, their three daughters, and friends. They love reading, watching movies, exercising, playing family games, and outdoor activities at their cabin. Dana also volunteers with the Maple Grove Lions Club and BestPrep, supporting community programs and teaching financial literacy.

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