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Dana Menard CFP® - Financial Dimensions Group, Inc.

Dana is an Independent Financial Advisor and CERTIFIED FINANCIAL PLANNER™ (CFP®) based in the Twin Cities metro area. He has over 10 years of experience in helping busy professionals, families, and small businesses organize, prioritize, and meet their financial goals so that they can concentrate on the important things in life.  He believes that investing is a long-term proposition and believes that everyone needs to plan for tomorrow. At every income level, there are steps one can take to make more efficient use of their assets to work toward financial independence. That's why he doesn't believe in or enforce account minimums. 

Dana is active in the financial community and is both a member of The Financial Planning Association of Minnesota (FPA) and The Financial Services Institute (FSI).  He also volunteers a lot of time to local schools and businesses by teaching financial literacy classes through a couple of non-profit organizations, The Society of Financial Awareness (SOFA) and BestPrep.

Dana grew up in Fridley, MN and graduated from Gustavus Adolphus College in St. Peter, MN in 2001 with a BA in Sociology/Anthropology and Business Management.  Upon graduation, he immediately began working as a Financial Advisor and has been enjoying helping his clients ever since.  He now resides in Maple Grove, MN and is married to his wife and fellow Gustie, Sonja.  They have three daughters, Isabel, Gianna, and Jessica.  In his free time, Dana enjoys spending as much time as he can with his family and friends.

Relationships are built on trust. Dana’s clients trust him to make decisions that are in their best interests. They trust him to assess their needs, listen to their concerns, and offer objective recommendations designed to address their unique situation. He does not take this confidence lightly, and he works hard every day to remain worthy of his clients’ trust.

Dana welcomes the opportunity to answer any questions you may have about his practice and how he may be able to help you realize your financial goals. 

Securities offered through Royal Alliance Associates, Inc., - Member FINRA/SIPC.  Advisory Services offered through Financial Dimensions Group, Inc., a Registered Investment Adviser not affiliated with Royal Alliance Associates, Inc.

 

 

Address:   

11272 86th Avenue N,  Suite B

Maple Grove, MN  55369

Business Phone:
763-416-8222

Business Fax:
763-416-8239

Email:
dmenard@fdg-advisors.com

Website:
www.danamenardcfp.com